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DRAM industry revenue surged 59.5 percent quarter-over-quarter in 2Q26, highlighting a persistent supply-demand gap as memory expansion lags behind accelerating AI workload growth.
Sustained memory tightness will prolong lead times for HBM and standard DRAM modules, constraining accelerator assembly rates for major cloud vendors.
Trade pressSlicast · September 7, 2026 at 11:05 UTC · US · Source: TechPowerUp
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