NuAxiSemiconductor trade intelligence
Q3 DRAM revenue up 369% YoY
What happened
Q3 DRAM revenue grew 369% YoY to nearly $200 billion, driven by ASPs reaching $1.9 per gigabit (Gb), while bit shipments rose only about 4%. Samsung led with a 38% market share, SK hynix 29%, Micron 21%, and CXMT 9%. This is a pricing super-cycle driven by AI turning memory into a scarce resource, with prices still rising and suppliers on track for new earnings records next quarter.
Impact and signal
High impactImpact score: 98/100
Affected components and suppliers
Source and time
Source: Electronics Weekly · 11/5/2026 · View original source
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