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Add as a preferred source on GoogleAI Demand Pushes Third-Quarter DRAM Revenue Near $200 Billion
DRAM bit shipments rose about 4% as buyers competed to secure supply amid rising prices.
Global DRAM revenue neared $200 billion in the third quarter of 2026, with AI accelerator and data-center demand fueling a price-led boom that outpaced shipments.
Third-quarter DRAM revenue was nearly five times its year-earlier level. Higher average selling prices were the main driver of the growth.
Buyers are competing to secure supply rather than bargain repeatedly over prices, as memory becomes a scarce, higher-value resource in the AI buildout. If prices keep climbing, suppliers may set new earnings records next quarter.
John Kim
John Kim reports on the digital-asset business for TokenPost. Send corrections or tips to info@tokenpost.com.