NuAxiSemiconductor trade intelligence
DDR, LPDDR revenue growth outpaces HBM as DRAM market nears US$200 billion
What happened
According to Counterpoint Research, in the third quarter of 2026, revenue from conventional DDR and LPDDR memory grew faster than that from high-bandwidth memory (HBM), while global DRAM revenue surged 369% year over year to nearly US$200 billion. The source does not state the cause of the revenue growth.
Impact and signal
Medium impactImpact score: 40/100
Affected components and suppliers
Source and time
Source: DigiTimes Asia · 11/5/2026 · View original source
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