DRAM Market Bulletin - Sep. 2, 2026

Last Modified

2026-09-02

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Weekly

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PDF

PC DRAM contract prices saw their quarterly increase revised upward, while spot transactions stayed subdued. HBM negotiations remain deadlocked with specifications still in flux, yet prices retain strong upside. Ahead, HBM shifts from a single-spec race toward customization, layering, and simplified packaging.

Key Highlights

Contract & Spot Markets: Concluded negotiations pushed contract prices higher, prompting an upward revision to the PC DRAM quarterly increase. Spot trading stayed weak on soft end demand, but firm vendor pricing kept the market consolidating at high levels.
HBM Negotiations & Price Trends: Negotiations have stalled as next-generation compute platform specifications remain unfinalized. Contract prices still have substantial room to grow, with further upward revisions possible.
Technology Trends & Layered Configurations: HBM is moving from a single-spec race toward stratified development. Next-generation standard products stay mainstream, while diversified solutions emerge gradually over the coming years.

Market Update
TrendForce’s View
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Sector: Memory & Storage

Tag: HBM DRAM PC Memory Contract Price Market Bulletin Pricing Trends Spot Price Supply Constraints Supply & Demand Technology Roadmap

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DRAM Market Bulletin - Sep. 2, 2026

Key Highlights