DRAM revenue nears $100B in 1Q26 as AI demand tightens supply

Global DRAM revenue climbed toward the $100 billion mark in the first quarter of 2026, according to DIGITIMES, citing Counterpoint Research. The report attributes the jump to AI-driven demand and tight supply conditions that lifted prices across the memory market. This is a direct RamTrend market signal. It connects stronger AI demand, constrained supply, and higher DRAM pricing in the same quarter, reinforcing the view that AI infrastructure remains a major driver of memory revenue expansion. The compact payload does not break down supplier share, HBM contribution, or contract versus spot pricing. Even so, the direction is clear: DRAM market conditions in 1Q26 were favorable for revenue growth and pricing power.