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On June 3rd, TrendForce (Community Consulting) reported on June 1st that the total stock of the DRAM memory industry had increased by 81.0 per cent from the 2026Q1 ring, to $97 billion (IT House Note: the current exchange rate is approximately 65,7521 billion yuan).

With AI Application By LLM Training has gradually shifted to AI reasoning, and cloud service providers are beginning to accelerate the construction of universal servers, with strong demand for all capacity-specific RDIM products. The capacity-crowding effect has led to the acceleration of normal DRAM contract prices, almost doubling in a single quarter (+93 ~98 per cent).

For the 2026Q2 market, the agency indicated that the high demand on the server side due to the bottoming of the DRAM original plant had led to a limited increase in general-type DRAM deliveries to meet the needs of PC / smartphone manufacturers. At the same time, cloud service providers are open to procurement prices, which support a sustained upward trend in overall prices, and general-type DRAM contract prices will increase further by 58-63 per cent this quarter.

Looking back to the market, TrendForce argued that, because of the time needed to build a dustless room, the increase in the DRAM memory supply capacity of the three original plants this year was due mainly to a process upgrade, and that the size of the project could be improved only slightly by optimizing production processes, and the overall supply-side pattern could not change.

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