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DRAM Market Bulletin - Sep. 23, 2026
Last Modified
2026-09-23
Update Frequency
Weekly
Format
Tight supply and robust CSP demand keep DRAM undersupplied; TrendForce lifts its 4Q26 contract price outlook.
Key Highlights
- Supply Squeeze: Suppliers favor HBM and server DRAM.
- Divergent Demand: Consumer devices weaken; CSPs keep buying for AI.
- Price Drivers: LTAs shrink negotiable supply as new fabs lag.
- Segment Trends: PC and server lead gains; mobile and consumer cool on high bases.
Table of Contents
- Market Update
- TrendForce’s View
- Prices and Trend Projections on Major Product Lines
<Total Pages: 2>
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Global Memory Supply-Demand Divergence: Analyzing 2027 DRAM Structural Tightness and NAND Flash Oversupply
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4Q26 Memory Price Forecast
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DRAM Contract Price Aug. 2026
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Memory Market Outlook: 2026-2027 DRAM & NAND Revenue and Capex Analysis
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