B · Normal
[Organization: The global DRAM market size in the second quarter of 2026 was US$147.024 billion, a month-on-month increase of 55.9%] "Science and Technology Innovation Board Daily" reported on the 4th that according to CFM flash memory market data, the global DRAM market size in the second quarter of 2026 was US$147.024 billion, a month-on-month increase of 55.9%, a record high. In the second quarter, the original factory actively responded to the strong demand in the server market and continued to expand the sales of high value-added products such as server DRAM and HBM. Compared with the first quarter, the ASP of servers and PC DRAM doubled compared with the first quarter. The growth rate in the second quarter slowed down to the 40%-50% range. The favorable pricing environment has driven the price of original DRAM to continue to strengthen, and the overall volume and price have increased, thus driving the sales revenue of original manufacturers to increase significantly in the second quarter. Looking forward to the third quarter, original manufacturers and some server customers have locked in the price ceiling of long-term agreements. In addition, the price increase space outside of non-long-term agreements is also shrinking quarter by quarter. It is expected that original DRAM ASP will continue to rise quarter-on-quarter in the third quarter and the growth rate will slow down. At the same time, with the expectation of positive growth in DRAM bit shipments in the third quarter, the sales revenue of original DRAM in the third quarter is expected to hit a record high.
semiconductor chip 🕐 2026-09-04 20:02

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