According to CFM flash memory market data, in the second quarter of 2026, the global DRAM market reached a record high of US$147.024 billion, an increase of 55.9% over the previous quarter. The original factory responded positively to strong demand in the server market in the second quarter and continued to expand sales of high-value-added products such as server DRAM and HBM. Compared with the doubling of server and PCDRAMASP in the first quarter, the increase slowed to the 40%-50% range in the second quarter. The favorable pricing environment drove the original DRAM price to continue to strengthen, and overall volume and price rose sharply, thus driving the original manufacturer's sales revenue to rise sharply in the second quarter. Looking ahead to the third quarter, the original manufacturer and some server customers have already locked in the price cap of Changxie. In addition, the room for price increases other than Changxie is also shrinking quarter by quarter. It is expected that the original DRAMASP will continue to rise and slow down in the third quarter. At the same time, in anticipation of positive growth in DramBit shipments in the third quarter, the original manufacturer's DRAM sales revenue is expected to reach another record high in the third quarter.

According to CFM flash memory market data, in the second quarter of 2026, the global DRAM market reached a record high of US$147.024 billion, an increase of 55.9% over the previous quarter. The original factory responded positively to strong demand in the server market in the second quarter and continued to expand sales of high-value-added products such as server DRAM and HBM. Compared with the doubling of server and PCDRAMASP in the first quarter, the increase slowed to the 40%-50% range in the second quarter. The favorable pricing environment drove the original DRAM price to continue to strengthen, and overall volume and price rose sharply, thus driving the original manufacturer's sales revenue to rise sharply in the second quarter. Looking ahead to the third quarter, the original manufacturer and some server customers have already locked in the price cap of Changxie. In addition, the room for price increases other than Changxie is also shrinking quarter by quarter. It is expected that the original DRAMASP will continue to rise and slow down in the third quarter. At the same time, in anticipation of positive growth in DramBit shipments in the third quarter, the original manufacturer's DRAM sales revenue is expected to reach a record high in the third quarter.