[Agency: Q2 DRAM industry revenue increased by 59.5% quarter-on-quarter, supply expansion is still less than demand growth] "Science and Technology Innovation Board Daily" reported on the 7th, according to TrendForce's latest memory industry research, due to the significant increase in Conventional DRAM (general DRAM) contract prices in the second quarter of 2026, the overall DRAM industry revenue increased by 59.5% quarter-on-quarter to nearly US$154.73 billion. As LLM model training and AI inference stimulate demand for AI servers, shipments of HBM3e, LPDDR5X and high-capacity RDIMMs have grown simultaneously, and Agentic AI applications have driven the shipment of RDIMMs of various capacity specifications. On the supply side, original factory inventory is at rock bottom, and new supply is prioritized to meet server applications. Overall DRAM bit shipments increased slightly in the second quarter.