On November 6, according to Counterpoint Research's latest global storage market tracking report for the third quarter of 2026, DRAM revenue for the third quarter of 2026 increased nearly fivefold year-on-year, driven by strong demand and rising prices for AI accelerators and data centers. The agency said that the market is currently in a price-driven supercycle rather than a shipments-driven cycle. DRAM bit shipments increased by only about 4% this quarter, but market revenue is close to 200 billion US dollars, about 5 times that of the same period last year. AI has transformed storage from a commodity to a scarce high-value resource. Buyers now compete for supply guarantees rather than repeated price games. With prices continuing to rise, the supplier is expected to hit a new profit high next quarter.
Zhitongcaijing · 2d ago
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On November 6, according to Counterpoint Research's latest global storage market tracking report for the third quarter of 2026, DRAM revenue for the third quarter of 2026 increased nearly fivefold year-on-year, driven by strong demand and rising prices for AI accelerators and data centers. The agency said that the market is currently in a price-driven supercycle rather than a shipments-driven cycle. DRAM bit shipments increased by only about 4% this quarter, but market revenue is close to 200 billion US dollars, about 5 times that of the same period last year. AI has transformed storage from a commodity to a scarce high-value resource. Buyers now compete for supply guarantees rather than repeated price games. With prices continuing to rise, the supplier is expected to hit a new profit high next quarter.
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