Report

Memory Tracker and Forecast Insights Report, Q1 2026

Overview

Together with Memory Tracker and Forecast in excel format, this report in a PDF format is designed to explain the significant changes highlighted in the Tracker.

Takeaways from 1Q 2026: Short-Term & Long-Term
Unprecedented Pricing Momentum
Operating Profit Margin Skyrockets
Key Changes in Q1 2026 Memory Tracker
Starting in 2026, Massive Fabs are Coming in Droves and Future Fab Expansion
Production is Trying to Catch Up with Demand
Memory Price Scenario (Short-Term & Long-Term)
Smartphone Market to Record its Biggest Decline in 2026
China Memory is Rising
Samsung Comes Back in HBM4, but Faces Tough Supply Trade Ratio
Long Term Outlook: DRAM & NAND
2023-2026 Quarterly Trackers: DRAM & NAND

Kategorie

Branche:

Semiconductors

Dienstleistung:

Memory

Berichtstyp:

Report

Zeitraum:

Quarterly

Branche:

Semiconductors

Berichtstyp:

Report

Dienstleistung:

Memory

Zeitraum:

Quarterly

Autor

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.

Overview

Together with Memory Tracker and Forecast in excel format, this report in a PDF format is designed to explain the significant changes highlighted in the Tracker.

Takeaways from 1Q 2026: Short-Term & Long-Term
Unprecedented Pricing Momentum
Operating Profit Margin Skyrockets
Key Changes in Q1 2026 Memory Tracker
Starting in 2026, Massive Fabs are Coming in Droves and Future Fab Expansion
Production is Trying to Catch Up with Demand
Memory Price Scenario (Short-Term & Long-Term)
Smartphone Market to Record its Biggest Decline in 2026
China Memory is Rising
Samsung Comes Back in HBM4, but Faces Tough Supply Trade Ratio
Long Term Outlook: DRAM & NAND
2023-2026 Quarterly Trackers: DRAM & NAND

Memory Tracker and Forecast Insights Report, Q1 2026

Overview

Table of Contents

Kategorie

Autor

Overview

Table of Contents

Autor