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2026-05-27 12:10:24
[Market Research: Global DRAM Revenue Approaching $100 Billion in Q1 2026] 1. According to the latest statistics released by Counterpoint Consulting, driven by both strong market demand and continued increases in memory chip prices, global DRAM revenue surged 80% quarter-on-quarter in the first quarter of 2026, reaching a record high. 2. The rapid development of High Bandwidth Memory (HBM) and the increasing application of LPDDR5 in AI data center infrastructure were also important factors driving this growth. 3. In terms of vendor rankings, Samsung's memory business continued to hold the top position in the industry, with SK Hynix and Micron ranking second and third, respectively. 4. Looking ahead to the next quarter, DRAM prices (covering HBM and standard products) are expected to continue to rise by 50% quarter-on-quarter in the second quarter of 2026, indicating that the market will usher in another strong quarter.
