TrendForce에 따르면, 마이크론의 기존 DRAM 매출은 2026년 2분기 전 분기 대비 65.5% 증가했으며, CXMT 매출은 99.3% 급증했다.

According to the latest memory industry research from TrendForce, significant increases in conventional DRAM contract prices in the second quarter of 2026 pushed overall DRAM industry revenue up 59.5% quarter-over-quarter (QoQ) to nearly $154.73 billion. As large language model training and AI inference spur demand for AI servers, shipments of HBM3e, LPDDR5X, and high-capacity RDIMMs grew simultaneously. Agentic AI applications further drove demand pull-ins for RDIMMs across all capacity specifications. On the supply side, with original suppliers’ inventories at rock bottom and new supply prioritized for server applications, overall DRAM bit shipments grew modestly in the second quarter.

Looking ahead to third-quarter revenue drivers, quarterly bit shipments will continue to rise slightly. On pricing, as demand for some high-capacity RDIMMs shifts toward medium-to-low capacity products, combined with PC and smartphone customers’ limited tolerance for price hikes, the QoQ price increase for conventional DRAM is projected to narrow to 13–18%. Consumer DRAM is expected to see the highest gains, supported by suppliers significantly curtailing supply.

Samsung led the top three suppliers in Q2 bit shipment QoQ growth, having been the first to introduce HBM4 mass production and shipments. A significant boost in average selling price (ASP) lifted its quarterly revenue to $60.98 billion, up 63.4% QoQ, ranking first with a 39.4% market share. SK hynix (SKHY) ranked second in revenue, though its HBM accounted for the highest proportion of total bit shipments among the top three, limiting its ASP gains. Second-quarter revenue grew 37.9% QoQ to $38.59 billion, while its market share slipped slightly to 24.9%. Micron (MU), operating under capacity constraints, continued tilting its product mix toward high-unit-price server DRAM. Second-quarter revenue surged 65.5% QoQ to $36 billion, with its market share expanding slightly to 23.3%. TrendForce noted that from 2026 to 2027, the top three suppliers will mainly increase bit supply by accelerating upgrades to advanced process nodes, while wafer start capacity expansion will be modestly revised upward through optimizing production processes, acquiring cleanrooms, and reallocating cleanroom space from other product lines.

In contrast, suppliers such as Nanya, Winbond, and PSMC focus primarily on mature-node products, with Q2 momentum sustained by demand left unmet after the top three suppliers transitioned process nodes. Driven by significant increases in DDR4 and DDR3 contract prices, Nanya’s total revenue jumped 68.3% QoQ to $2.612 billion. Winbond’s revenue grew 75.8% QoQ to $998 million.

PSMC’s revenue calculation primarily covers its self-produced consumer DRAM products, which reached $115 million in the second quarter, representing a sharp QoQ increase of 167.8%. Including foundry revenue, QoQ growth was 54%. Once it secures process technology licensing from Micron, PSMC is expected to aggressively initiate its next wave of supply expansion.

This content was translated using AI and reviewed for clarity. It is for informational purposes only.