The available history contains 306 observations from 2020-01-05 to 2026-10-13. These are recorded dates, not proof of the earliest available publication; missing intervals are not interpolated.
ChangXin Memory Technologies forecast RMB 265-270 billion of revenue for the first nine months of 2026, more than sevenfold higher year on year, but told shareholders that third-quarter net profit growth slowed to just 1-4% sequentially as DRAM price gains moderate.
Barclays data show DDR4 contract prices up 24% in three months against 20% for DDR5, while 4Q26 DRAM contracts were revised to +10-15% and NAND to +15-20%, pushing global handset shipments down 20%.
DRAM spot prices were flat week on week while 512Gb TLC NAND wafer spot fell 2.9%, even as TrendForce forecasts 4Q26 contract prices up 10-15% for DRAM and 15-20% for NAND and Samsung heads into third-quarter results expected to show a memory operating margin above 80%.
TrendForce projects conventional DRAM contract prices rising 10-15% quarter-on-quarter in 4Q26 and NAND Flash 15-20%, with enterprise SSD the only category accelerating at 23-28% as hyperscalers scramble for QLC capacity and Tesla cuts memory from its next AI chips.