IDC Sees DRAM Revenue Nearing $419 Billion in Structural Reset

Electronics Weekly reports that IDC projects DRAM revenue to nearly triple in 2026, reaching $418.6 billion. The source excerpt says IDC views the move as a structural change rather than only a traditional upturn. For RamTrend, the figure points to a major repricing and mix shift in DRAM, consistent with AI-related demand pulling the market toward higher-value products and tighter allocation.