Evertiq September 7, 2026 positive

DRAM industry revenue surges 59.5% in Q2 as supply lags demand

AI / LLMMemorySupply ChainData Center

Total DRAM industry revenue rose 59.5% QoQ in Q2 2026, reaching nearly USD 154.73 billion, driven by sharp increases in contract prices and sustained AI server demand. Supply expansion continues to lag demand growth, with supplier inventories at historic lows, according to TrendForce.

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DRAM industry revenue surges 59.5% in Q2 as supply lags demand

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