DRAM market revenue surges 59.5% in Q2 2026 amid AI demand

DRAM prices AI semiconductor demand NAND Flash supply memory chip market HBM technology

The global memory market is experiencing significant shifts driven by artificial intelligence. In Q2 2026, DRAM industry revenue rose 59.5% to $154.73 billion, fueled by high demand for HBM, LPDDR5X, and high-capacity RDIMM. Samsung led the market with $60.981 billion in quarterly revenue, while SK Hynix and Micron also saw substantial growth due to AI server requirements.

Looking ahead to 2027, DRAM supply-demand gaps are expected to widen as AI infrastructure investment continues. While manufacturers are expanding capacity, the high wafer input required for HBM limits the effective bit supply growth. Conversely, the NAND Flash market faces potential price corrections in late 2027 as new capacity comes online and consumer demand remains weak.

In the smartphone sector, 2026 production forecasts have been revised upward to 1.07 billion units, partly due to consumers pulling forward purchases to avoid anticipated memory price hikes. Samsung and Apple remain the dominant producers, though market dynamics are shifting toward high-end models to offset rising component costs.

Entities

AMD · Advanced Micro Devices · Applied Digital Corporation · Jean Hu · Manish Bhatia · Micron Technology · Micron Technology, Inc. · Nasdaq · Nvidia · SK Hynix · Samsung Electronics · Taiwan

Claims

What the coverage asserts, and how many sources carry each claim.

[○ 1 SOURCE] Global DRAM industry revenue reached $154.73 billion in Q2 2026, a 59.5% quarterly increase. www.peoplenews.tw
[● 2 SOURCES] DRAM supply-demand gaps are expected to widen in 2027 with strong price trends due to AI demand. www.eettaiwan.com · news.nextapple.com
[○ 1 SOURCE] The 2026 global smartphone production forecast was revised upward from 1.05 billion to 1.07 billion units. news.cnyes.com
[○ 1 SOURCE] DRAM demand growth is expected to remain high in 2027 driven by AI server demand. www.eettaiwan.com
[○ 1 SOURCE] Samsung's Q2 smartphone production totaled 62 million units. news.cnyes.com
[○ 1 SOURCE] Apple's smartphone production was approximately 52 million units, a 14% year-on-year increase. news.cnyes.com
[○ 1 SOURCE] Samsung's quarterly revenue reached $60.981 billion, up 63.4% quarter-on-quarter. www.peoplenews.tw
[○ 1 SOURCE] NAND Flash faces price correction pressure in late 2027 as supply is expected to exceed demand. www.eettaiwan.com