Global DRAM Revenue Surges 369% in Q3 2026 Driven by AI Demand
SEOUL: Global revenue from Dynamic Random Access Memory (DRAM) has skyrocketed by 369% year-over-year in the third quarter of 2026, fueled by an insatiable demand for memory chips, particularly from AI accelerators and data centers.
The average selling price (ASP) for DRAM has reached $1.9 per gigabit, reflecting the robust market dynamics. South Korean manufacturers dominate the landscape, with Samsung Electronics leading the charge, holding a commanding 38% share of the global market. This surge in revenue underscores the critical role of memory technology in supporting the rapid expansion of artificial intelligence applications.
This unprecedented growth in DRAM revenue not only signifies a technological advancement but also has broader implications for the global economy. As industries increasingly rely on AI and data processing capabilities, the demand for high-performance memory solutions is expected to continue its upward trajectory, potentially influencing pricing and availability across various sectors.
Looking ahead, industry analysts anticipate ongoing investments in memory chip production and innovation. Companies are likely to ramp up their production capacities to meet the escalating demand, while also exploring advancements in memory technology to enhance performance and efficiency.