Qunzhi Consulting: In the first half of 2026, the combined revenue of global mainstream DRAM manufacturers is expected to increase by over 300% year-on-year.

According to data from Qunzhi Consulting, the total revenue of global mainstream DRAM manufacturers is expected to reach $284.1 billion in the first half of 2026, representing a year-on-year increase of over 300%. The global DRAM industry is entering the strongest boom cycle in history, driven by an explosive growth in the rigid demand for HBM and high-end DDR5 from AI servers. Additionally, leading overseas manufacturers are actively reducing mature production lines for consumer products, resulting in a persistent supply-demand imbalance in the industry, which is driving a leapfrog growth in overall industry revenue.