Report

Memory Tracker and Forecast Insights Report for Q2 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 for Q2 2026.

What the Full Report Will Cover

Key takeaways and key changes from the Q2 2026 Memory Tracker
Memory fab milestones, wafer capacity growth, and production bit growth
Short term and long term memory price scenarios, and the underlying pricing dynamics
The impact of memory price increases on smartphone BOM cost structure
China's memory market performance and where it is surprising to the upside
HBM shipment market share forecast
Shifting memory configurations in data centers
Long term outlook for DRAM and NAND

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.

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 for Q2 2026.

What the Full Report Will Cover

Key takeaways and key changes from the Q2 2026 Memory Tracker
Memory fab milestones, wafer capacity growth, and production bit growth
Short term and long term memory price scenarios, and the underlying pricing dynamics
The impact of memory price increases on smartphone BOM cost structure
China's memory market performance and where it is surprising to the upside
HBM shipment market share forecast
Shifting memory configurations in data centers
Long term outlook for DRAM and NAND

Memory Tracker and Forecast Insights Report for Q2 2026

Overview

What the Full Report Will Cover

Category

Author

Overview

What the Full Report Will Cover

Author