Memory Seller Strength Extends Into Q2 2026

The compact DigiTimes payload frames the second quarter of 2026 as another strong period for leading memory makers. It cites expectations for record revenue, firm pricing, and sustained AI-related demand. It also points to product competition across the US, Japan, and South Korea while Taiwanese suppliers continue to pursue niche opportunities. For RamTrend, this is a direct memory-market signal: higher prices and AI-driven purchasing are still supporting supplier revenue, which suggests the seller advantage has not yet broken. The item does not provide company-by-company revenue or product mix, so the strongest read is broad rather than vendor-specific.