Memory (DRAM) Tracker and Forecast, Q2 2026
Overview
This Excel tracker covers DRAM market supply and production. Its three-dimensional breakdown, spanning Brand, Application, and Type in both bit shipments and revenue, is unique in the market and fully captures the fast-changing dynamics of the memory industry amid Gen AI adoption.
What the Full Report Will Cover
- DRAM shipment data broken down by Brand, Application, and Type
- Production tracking alongside shipment
- Quarterly figures from 2023 to 2026
- Yearly figures from 2020 to 2028
Who Should Read This
Semiconductor and memory industry stakeholders, DRAM suppliers and customers tracking competitive share, investors covering the memory supply chain, and anyone modeling DRAM demand and supply dynamics.
Key Questions the Report Answers
- How is DRAM shipment share shifting across brands, applications, and types
- How closely is production tracking shipment, and where is the gap
- What does the long term picture look like from 2020 through 2028
Category
Industry
Semiconductors
Service
Memory
Report Type
Report
Time Period
Quarterly
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Author
MS Hwang
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.
Jeongku Choi
Jeongku Choi is a Research Analyst at Counterpoint Research based in Seoul, Korea. As an engineer in LG Electronics, she was responsible for commercializing the latest technologies for new products in mobile and automotive. Also analyzing and strategizing the latest Android technology was one of her roles. Her interests are mobile, mobility, AI, and emerging technologies.
Jason Park
Jason is a Research Associate at Counterpoint Research, specializing in the semiconductor memory market. He conducts detailed analysis of quarterly shipment and production data, in conjunction with regulatory developments, to deliver timely and actionable insights into market trends. With a strong background in engineering, Jason supports clients in understanding the semiconductor industry from both technical and strategic perspectives. His primary area of focus is the NAND Flash market, and he also contributes to research on the global smartphone market.
Matt Lim
Matt Lim’s main focus as an analyst is global smartphone market, with a particular interest in foldable devices and emerging device trends. Before joining Counterpoint, he spent 2.5 years at Amkor Technology in roles supporting global operations and device analysis. His research centers on product strategy, market dynamics, and the evolution of next-generation mobile form factors.