CFM Flash Market data show the global DRAM market reached $147.02 billion in Q2 2026, up 55.9% QoQ and at a record high. Memory vendors expanded server DRAM and HBM sales to meet strong server demand; server and PC DRAM ASPs that doubled QoQ in Q1 rose more moderately in Q2, about 40–50% QoQ. A favorable pricing environment drove simultaneous volume and ASP gains, lifting vendors’ Q2 DRAM revenue materially. Looking to Q3, vendors and some server customers have locked long‑term contract price ce

2026-09-04

CFM Flash Market data show the global DRAM market reached $147.02 billion in Q2 2026, up 55.9% QoQ and at a record high. Memory vendors expanded server DRAM and HBM sales to meet strong server demand; server and PC DRAM ASPs that doubled QoQ in Q1 rose more moderately in Q2, about 40–50% QoQ. A favorable pricing environment drove simultaneous volume and ASP gains, lifting vendors’ Q2 DRAM revenue materially. Looking to Q3, vendors and some server customers have locked long‑term contract price ceilings and the remaining upside for non‑contract prices is narrowing, so ASPs are expected to continue rising QoQ but at a slower pace. With DRAM bit shipments forecast to return to positive growth in Q3, vendors’ Q3 DRAM revenue is expected to set a new record.

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2026-09-04

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2026-09-04

RBNZ Assistant Governor Silk said the bank is more likely to wait until December for its next rate increase. The RBNZ raised the OCR at a second consecutive meeting this week; Governor Breman said further hikes may be required but policymakers want time to assess the impact of earlier moves. “We have been clear that, based on the economic outlook, further rate increases may be necessary,” Silk said, adding the timing — October or December — is undecided but the latter is more likely on the curre