TrendForce: DRAM industry revenue rose 81% in Q1 2026 and conventional DRAM prices are seen up 58-63% in Q2

TrendForce said DRAM industry revenue rose 81% quarter over quarter in the first quarter of 2026 on sharp contract price gains. It expects conventional DRAM contract prices to rise another 58% to 63% in the second quarter. Micron ranked third by revenue with $21.75 billion and a 22.4% share.

• Q1 2026 DRAM industry revenue up 81% quarter over quarter
• Conventional DRAM contract prices forecast up 58% to 63% in Q2 2026
• Micron ranked third with $21.75 billion revenue, up 81.6% quarter over quarter
• Micron market share 22.4%, described as stable