DRAM Market Bulletin - Sep. 30, 2026

Last Modified

2026-09-30

Update Frequency

Weekly

Format

PDF

Some CSPs are actively buying additional server DRAM, driving supplier stocks to a lower level and pushing up contract prices. Meanwhile, the spot market continues to fluctuate within a narrow range due to holidays. As HBM squeezes production capacity, primary supply across various applications remains tight, prompting PC, smartphone, and module manufacturers to adjust specifications or raise inventory levels to address cost and supply challenges.

Key Highlights

Supply/Demand & Price Trends: Contract prices were pushed higher; holiday effects have quieted spot market trading, keeping prices range-bound.
Critically Low Supplier Inventories: HBM production continues to crowd out general DRAM capacity, keeping supplier inventories at persistently low levels and tightening supply across both server and consumer applications.
Servers & Cloud Providers: Cloud providers are adjusting their mixes of different capacity's modules, while server OEMs take advantage of released supply.
PC & Smartphone Brands: Facing weaker sales and cost pressures, PC OEMs are adjusting their sources of memory chips; smartphone brands also face pressure of tightened supply.
Module Houses: Module houses pivot toward server business lines to bolster profitability.

Market Update
TrendForce’s View
- Inventory Levels of DRAM Suppliers and Clients in Major Application Segments

Inventory Levels of DRAM Suppliers and Clients in Major Application Segments

Sector: Memory & Storage

Tag: HBM DRAM Contract Price Market Bulletin Production Capacity Spot Price Supply & Demand

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DRAM Market Bulletin - Sep. 30, 2026

Key Highlights