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.
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
Number of Pages: 38
Published Date: June 2026
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.