In the second quarter of 2026, influenced by a significant increase in contract prices for commodity DRAM, overall DRAM industry revenue grew by 59.5% quarter-over-quarter, reaching nearly $154.73 billion. AI-related demand drove growth in shipments of various types of DRAM, including HBM3e, LPDDR5X, and high-capacity RDIMMs. On the supply side, original manufacturer inventories remained low, with new supply prioritized to meet server applications, leading to a slight increase in overall DRAM bit shipments.
