Institution: In the third quarter, the DRAM "super cycle" market revenue approached $200 billion
2026-11-06 11:40:38
According to CoinMeta, a global storage market tracking report for the third quarter of 2026 released by the institution shows that driven by the strong demand for AI accelerators and data centers, as well as rising prices, DRAM revenue in the third quarter of 2026 increased nearly fivefold year-on-year, with market revenue approaching $200 billion, which is about five times that of the same period last year. The institution stated that the current market is in a price-driven supercycle, rather than a cycle driven by shipment volumes. This quarter, the shipment volume of DRAM bits only increased by about 4%. With prices continuing to rise, suppliers are expected to set new profit records in the next quarter.
Source:Jin10 Data
This content is for market information only and does not constitute investment advice.
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