DRAM Industry Revenue Surges 59.5% in Q2 Amid Growing AI Demand

According to TrendForce, the global DRAM industry saw a 59.5% quarter-over-quarter revenue increase in Q2 2026, reaching approximately 154.73 billion USD, driven by rising contract prices for conventional DRAM. Increased demand for AI servers, fueled by LLM training and inference, has boosted shipments of HBM3e, LPDDR5X, and high-capacity RDIMM. While supply remains tight due to low manufacturer inventories, overall bit shipments saw modest growth during the quarter.