NuAxiSemiconductor trade intelligence

DRAM prices surge – industry revenue up 81% in a single quarter

What happened

DRAM industry revenue reached $97 billion in Q1 2026, up 81% QoQ, driven by a 93-98% surge in contract prices. Cloud providers are shifting to general-purpose servers, creating a supply squeeze for conventional DRAM. Suppliers expect prices to rise another 58-63% in Q2 due to prioritized AI server allocations.

Impact and signal

High impactImpact score: 98/100

Affected components and suppliers

DRAMDDR4DDR3LPDDR4RDIMM

Samsung Electronics SK hynix Micron TechnologyNanya TechnologyWinbond Electronics

price-hikeshortageAI-infrastructureinventory-low

Source and time

Source: Evertiq · 6/8/2026 · View original source

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DRAM prices surge – industry revenue up 81% in a single quarter

What happened

Impact and signal

Affected components and suppliers

Source and time

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