AI Demand Pushes Third-Quarter DRAM Revenue Near $200 Billion

Photo: TokenPost
Global DRAM revenue neared $200 billion in the third quarter of 2026, with AI accelerator and data-center demand fueling a price-led boom that outpaced shipments. Third-quarter DRAM revenue was nearly five times its year-earlier level. Higher average selling prices were the main driver of the growth. Buyers are competing to secure supply rather than bargain repeatedly over prices, as memory becomes a scarce, higher-value resource in the AI buildout. If prices keep climbing, suppliers may set new earnings records next quarter. John Kim reports on the digital-asset business for TokenPost. Send corrections or tips to info@tokenpost.com.
Source: TokenPost







