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