According to ChainCatcher, based on TrendForce's latest memory industry research, the second quarter of 2026 saw overall DRAM industry revenue increase by 59.5% quarter-over-quarter to nearly $154.73 billion, driven by significant price hikes in Conventional DRAM contract prices. As demand for AI servers is stimulated by LLM model training and AI inference, shipments of HBM3e, LPDDR5X, and high-capacity RDIMMs rose in tandem. Agentic AI applications further boosted demand for RDIMMs across all capacity tiers. On the supply side, manufacturers' inventories are at their lowest levels, and new supply is prioritized for server applications, resulting in modest growth in overall DRAM bit shipments for the quarter.
TrendForce: DRAM Industry Revenue to Increase 59.5% in Q2 2026
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Summary
TrendForce forecasts DRAM revenue for Q2 2026 to increase 59.5% to $154.73 billion, driven by rising contract prices. Demand for HBM3e, LPDDR5X, and RDIMM is surging due to LLM training and AI inference. Agentic AI is also increasing RDIMM demand across all capacities. Supply remains constrained, with low inventory levels and shipments focused on servers. Market sentiment suggests altcoins to watch may benefit as the Fear & Greed Index shifts toward optimism.
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