According to the latest memory industry survey by TrendForce, in the first quarter of 2026, contract prices for commodity DRAM surged with a quarterly increase of 93-98%, driving overall industry revenue up by 81% to reach US$97 billion. As AI applications shift from large language model training to AI inference, cloud service providers are expanding their data center construction focus from AI servers to general-purpose servers. This has broadened memory procurement demand from HBM3e, LPDDR5X, and high-capacity RDIMMs to include RDIMM products across all capacity specifications.
