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
Who Should Read This
Semiconductor and memory industry stakeholders, smartphone OEMs and component sourcing teams, investors covering the memory supply chain, and anyone tracking DRAM and NAND pricing trends.
Key Questions the Report Answers
- What changed in the memory market during Q2 2026, and why does it matter
- How are wafer capacity and production bit growth trending across fabs
- What will memory prices do in the short term vs. the long term
- Is China's memory industry outperforming expectations
- How is HBM shipment share expected to shift going forward
- How are data centers changing their memory configurations
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.