AI data-center demand pushes DRAM revenue to a record quarter

EE Times Asia reports that Counterpoint tracked an 80% sequential jump in global DRAM revenue during 1Q 2026, reaching a new high. The report links the increase to AI data-center demand, record memory pricing, HBM, and rising LPDDR5 content. The supplier details matter for RamTrend. Samsung is reported at 38% share, with SK Hynix behind it, while Micron held share and CXMT's revenue grew sharply as China demand expanded. Counterpoint also expects DRAM average prices to rise further in 2Q 2026, including both HBM and commodity DRAM. This is one of the clearest positive pricing signals in the current queue.