Conventional DRAM (server, PC, mobile)
1c-class DRAM is shipping in volume, and DRAM prices rose sharply in Q2 2026.
The numbers
What it is
Standard DRAM for AI servers, PCs and phones. DRAM products made up 77.1% of 2025 sales, including HBM. Its 1c-class (10nm-class, sixth generation) process entered full-scale mass production in 2025 and shipments ramped in Q2 2026.
Why it matters to the stock. DRAM contract prices move the stock more than any other single input. Traders track DRAM price moves and the share of sales from server DRAM.
News
SK hynix Q2 2026 revenue hits record 79.3 trillion won; operating profit 60.5 trillion won at 76% margin
SK hynix reported preliminary, unaudited second-quarter 2026 results on July 29: revenue of 79.32 trillion won, up 257% from a year earlier and 51% from the prior quarter, and operating profit of 60.54 trillion won, a 76% margin.
China's CXMT lists in Shanghai and jumps 466% on debut, a new rival for DRAM supply
Changxin Memory Technologies (CXMT), a Chinese DRAM maker, began trading on Shanghai's STAR Market on July 27, 2026 at an IPO price of 8.66 yuan.
SK hynix reports record FY2025 operating profit of 47.2 trillion won
SK hynix reported full-year 2025 revenue of 97.1467 trillion won and operating profit of 47.2063 trillion won, a 49% operating margin.