NuAxiSemiconductor trade intelligence
DRAM ASPs surged up to 80% QoQ in 1Q26, fueling US$1 trillion chip boom and supply squeeze, says Omdia analyst
What happened
DRAM average selling prices surged by 80% quarter-over-quarter in the first quarter of 2026, driven by accelerating AI demand. This price hike is expected to push the global semiconductor industry past the $1 trillion revenue mark. Bullish: Structural pressures and supply shortages are driving significant price increases.
Impact and signal
High impactImpact score: 96/100
Affected components and suppliers
price-hikeshortagesupply-squeeze
Source and time
Source: DigiTimes Asia · 3/26/2026 · View original source
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