2Q26 Revenue Ranking among Server DRAM Suppliers

Last Modified

2026-09-09

Update Frequency

Quarterly

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PDF

In 2Q26, Server DRAM revenue surged 53% QoQ to $75.58B. AI servers drove demand for high-capacity RDIMMs and DDR5. With rock-bottom supplier inventories, average prices rose 53–58%, pushing the supply shortage and price hikes through 2027.

Key Highlights

Revenue & Price Surge: 2Q26 Server DRAM revenue grew over 50% QoQ, with average contract prices rising by over 50% and DDR5 exceeding 90% of total shipments.
High-Capacity RDIMM Shift: Driven by CSP AI server expansion, demand for large-capacity modules escalated while supplier inventories hit historic lows.
Prolonged Supply Deficit: Capacity reallocated to HBM restricts RDIMM growth, extending the supply shortage and price hikes through 2027.
Supplier Dynamics: Samsung leads the market; SK Hynix and Micron prioritize HBM and top clients; CXMT gains significant market share via Chinese localized demand.