Download Report
Contact Us
DRAM Market Bulletin - Sep. 16, 2026
Last Modified
2026-09-16
Update Frequency
Weekly
Format
AI infra demand tightens DRAM supply; PC and mobile brands cut output and adopt alternatives memory sources amid mounting cost pressure.
Key Highlights
- Supply Crunch: AI demand crowds out consumer DRAM; LTA lock-ins restrict smaller buyers as prices climb.
- PC Weakens: OEM price hikes curb NB output; channel restocking dims 2027 demand outlook.
- Mobile Down: Mobile DRAM costs surge; brands exit low-margin lines and pilot alternative memory chip sources.
Table of Contents
- Market Update
- TrendForce’s View
- QoQ Changes in Global NB Shipments and Smartphone Production in Relation to QoQ Changes in DRAM Contract Prices
<Total Pages: 2>
Spotlight Report
-
DRAM Monthly Datasheet Oct. 2026
2026/10/16
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Oct. 2026
2026/10/15
Semiconductors
EXCEL
-
Global Memory Supply-Demand Divergence: Analyzing 2027 DRAM Structural Tightness and NAND Flash Oversupply
2026/07/28
Semiconductors
PDF
-
4Q26 Memory Price Forecast
2026/09/24
Semiconductors
PDF
-
DRAM Contract Price Aug. 2026
2026/08/31
Semiconductors
PDF
-
Memory Market Outlook: 2026-2027 DRAM & NAND Revenue and Capex Analysis
2026/10/01
Semiconductors
PDF
DRAM Market BulletinRelated Reports
Download Report
18,000
Membership
Spotlight Report
-
DRAM Monthly Datasheet Oct. 2026
2026/10/16
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Oct. 2026
2026/10/15
Semiconductors
EXCEL
-
Global Memory Supply-Demand Divergence: Analyzing 2027 DRAM Structural Tightness and NAND Flash Oversupply
2026/07/28
Semiconductors
PDF
-
4Q26 Memory Price Forecast
2026/09/24
Semiconductors
PDF
-
DRAM Contract Price Aug. 2026
2026/08/31
Semiconductors
PDF
-
Memory Market Outlook: 2026-2027 DRAM & NAND Revenue and Capex Analysis
2026/10/01
Semiconductors
PDF