NuAxiSemiconductor trade intelligence
👀 4Q25 #DRAM revenue surged to US$53.58B, up nearly 30% QoQ, with conventional DRAM contract prices projected to jump another 90–95% in 1Q26.💡#...
What happened
4Q25 DRAM revenue reached $53.58B, up 30% QoQ, with conventional DRAM contract prices projected to jump another 90-95% in 1Q26. This indicates severe supply constraints and robust demand, signaling a strong bullish outlook for traders.
Impact and signal
High impactImpact score: 98/100
Affected components and suppliers
DRAMConventional DRAM
shortageprice-hikerevenue-growth
Source and time
Source: TrendForce Official (Market Data) · 2/26/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders