# AI Demand Pushes Third-Quarter DRAM Revenue Near $200 Billion

By John Kim

Canonical URL: https://www.tokenpost.com/news/business/51117
Published: 2026-11-07T21:33:41.000Z
Updated: 2026-11-07T21:33:41.000Z
Section: Business

> 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.