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.

Table of Contents

  • 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