Counterpoint Research's Q3 2026 global memory tracker says A
文 / 小金
2026-11-06 12:02:19
来源:亚金网
Counterpoint Research's Q3 2026 global memory tracker says AI accelerators, data-center demand and rising prices lifted DRAM revenue in Q3 2026 to nearly 5x year-earlier levels, approaching $200 billion. DRAM bit shipments grew only about 4%, indicating the upcycle is price-driven rather than shipment-driven. Counterpoint says AI has turned memory from a commodity into a scarce, high-value resource, and buyers are now competing for supply rather than price. With prices still rising, suppliers are expected to set new profit highs next quarter.
