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AI CURATED HOT STORY · 11/5/2026

Counterpoint: Q3 DRAM Revenue Jumps 369% as AI Drives Memory Supercycle

1 reports archived1 independent sourcesupdated 11/5/2026, 13:57:38
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Counterpoint estimates global DRAM revenue reached nearly $200 billion in Q3 2026, up 369% year over year, while bit shipments grew only about 4% sequentially — growth came almost entirely from pricing, with average selling price at $1.9 per Gb. The firm frames this as an AI-driven price-led supercycle: agentic workloads lift conventional DRAM demand, the GPU-to-CPU ratio has compressed from 4:1 to 2:1, and new fabs will not come online until 2028, keeping supply tight and prices elevated into next year.

LATEST/Counterpoint estimates global DRAM revenue reached nearly $200 billion in Q3 2026, up 369% year over year, while bit shipments grew only about 4% sequentially — growth came almost entirely from pricing, with average selling price at $1.9 per Gb. The firm frames this as an AI-driven price-led supercycle: agentic workloads lift conventional DRAM demand, the GPU-to-CPU ratio has compressed from 4:1 to 2:1, and new fabs will not come online until 2028, keeping supply tight and prices elevated into next year.

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Total 1 reports · Latest first
  1. IT之家 · IT业界T2·78 pts

    Counterpoint: Global DRAM Revenue Nears $200B in Q3, Up 369% YoY

    • Q3 DRAM revenue jumped 369% YoY on only ~4% shipment growth, a price-led supercycle
    • Samsung leads with 38% share; SK Hynix grew revenue over 40% QoQ; CXMT slipped to 9%
    • GPU-to-CPU ratios narrowed from 4:1 to 2:1, with DRAM per socket rising to 1.5TB, boosting conventional DRAM demand
    • New fabs won't start production until 2028, so tight supply and high prices should persist into next year