DRAM Market Bulletin - Oct. 21, 2026
Last Modified
2026-10-21
Update Frequency
Weekly
Format
Hybrid Bonding is set to become a long-term DRAM trend, driven by scaling and bandwidth requirement, though timing depends on yield and cost.
Key Highlights
- PC DRAM supply is set to contract next year, and vendors are aggressively widening price hikes in fourth-quarter contract quotes.
- The spot market is split, with DDR5 hard to source amid tight supply and suppliers reluctant to sell.
- Hybrid Bonding shrinks die size in conventional DRAM and will be adopted in future generations, while Wide I/O Memory adoption will start with Edge AI applications.
- HBM stacks are converging toward lower layers, which pushes 16hi volume production later, and further progress will depend on yield and cost.
Table of Contents
- Market Update
- TrendForce’s View
- Wide I/O Memory Architecture
- 8hi HBM to Become Mainstream in 2H27
<Total Pages: 3>

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