MARKET INTELLIGENCE

Market Analysis

In-depth insights, data-driven analysis and clear signals for the memory market.

Every record states its source and its collection date. A chart appears only where the underlying sample supports one.

Overview Supply & Demand 5 Price Trend 3 Market Report 2 Technology Roadmap 2 Forecast 0

Collected
Oct 27, 2026

Market Report Source & collection date on file

Anthropic IPO Filing Lifts Memory Stocks; Nomura Sees Shortage Lasting to 2028; SK hynix Weighs $12B Special Dividend

As of October 26, 2026, Anthropic filed for a Nasdaq IPO reporting $16.29 billion in first-half revenue, lifting memory stocks. Nomura expects the memory shortage to persist to 2028; Counterpoint puts CXMT at 10% of global DRAM revenue in Q2 2026; SK hynix is reportedly weighing a $12 billion special dividend from Kioxia gains; Samsung guided to a record 107.4 trillion won in Q3 operating profit.

DRAM

Source: VentureBeat, October 26, 2026 — Anthropic files S-1 for Nasdaq listing as ANT, H1 2026 revenue of $16.3B — https://venturebeat.com/technology/anthropic-files-to-go-public-on-nasdaq-as-ant-with-16-3b-in-revenue-for-first-six-months-of-2026; Bloomberg via Yahoo Finance, October 26, 2026 — SK hynix weighs ~16 trillion won special dividend from Kioxia gains — https://sg.finance.yahoo.com/news/sk-hynix-shares-defy-ai-022420041.html; TradingKey, October 26, 2026 — SK hynix Q3 preview: consensus revenue and the reported special dividend — https://www.tradingkey.com/analysis/stocks/us-stocks/262238750-sk-hynix-q3-earnings-preview-hbm4-special-dividend-skhy-tradingkey; Samsung Newsroom, October 8, 2026 — Q3 2026 earnings guidance: ~195 trillion won sales, 107.4 trillion won operating profit — https://news.samsung.com/global/samsung-electronics-announces-earnings-guidance-for-third-quarter-2026; Counterpoint Research, September 2026 — global DRAM market share, Q2 2026: CXMT at 10% — https://counterpointresearch.com/en/insights/global-dram-and-hbm-market-share; TechNode, September 4, 2026 — CXMT reaches 10% of global DRAM market in Q2 — https://technode.com/2026/09/04/changxin-memory-reaches-10-of-global-dram-market-in-q2/; CLS.cn, October 22, 2026 — JCET raises 2026 investment plan to RMB 18.2 billion — https://www.cls.cn/detail/2512575

Collected
Oct 26, 2026

Technology Roadmap Source & collection date on file

SK hynix DDR4 Dies: A Channel Buyer’s Guide to DJR, CJR and Downgraded Chips

SK hynix DDR4 dies fall into three tiers: top-bin DJR, mainstream CJR and downgraded B/C-bin material. Part numbers such as H5AN8G8NCJR-VKC encode the die revision and JEDEC speed grade, while tools like Thaiphoon Burner frequently misidentify them. Channel buyers should verify die revisions through part numbers and authorized supply, and stock DJR for performance lines, CJR for mainstream builds, and B/C-bin only for JEDEC-default fleets.

DRAM

Source: SK hynix, DDR4 SDRAM for PC — official product documentation: part-number nomenclature, speed grades and operating temperature for components such as H5AN8G8NCJR-VKC; Original Chinese channel guide (secondary source, provided by the client): tier structure, identification practice and stocking recommendations

Collected
Oct 19, 2026

Supply & Demand Source & collection date on file

YMTC NAND Shipments Seen Up 800% as China Memory Rises; Nvidia Denies RTX 5090 Exit

As of October 16, 2026, Counterpoint Research ranks YMTC third in global NAND shipments with 14% in Q2 2026 and forecasts its enterprise-SSD NAND shipments up about 800% by 2028. CXMT forecast nine-month net profit of RMB 131–132.5 billion, and Micron said its new Taichung plant’s 2027 capacity is sold out.

NAND

Source: Counterpoint Research insight, October 13, 2026 — YMTC climbs to No. 3 in global NAND, enterprise-SSD outlook — https://counterpointresearch.com/cn/insights/ymtc-files-for-landmark-ipo-after-climbing-to-no-3-in-global-nand-race-with-dram-next; Caixin, August 12, 2026 — YMTC takes No. 3 NAND shipment share; industry revenue up fivefold — https://www.caixin.com/2026-08-12/102473512.html; ifeng, October 16, 2026 — CXMT nine-month forecast and chairman's buyback proposal — https://news.ifeng.com/c/8xHLTMmakCO; 36Kr, October 19, 2026 — CXMT Q3 sequential growth slowdown analysis — https://www.36kr.com/p/4032660412569224; Seoul Economic Daily, October 16, 2026 — Micron opens second Taichung HBM packaging plant, 2027 sold out — https://en.sedaily.com/international/2026/10/17/micron-opens-second-ai-memory-packaging-plant-in-taichung; DIGITIMES Asia, October 14, 2026 — Unimicron Yangmei plant accident and partial stop-work order — https://www.digitimes.com/news/a20261014PD236/ic-substrate-plant-investigation-production-inspection.html; Webull News, October 16, 2026 — Huang on BG2: orders arrive almost weekly and daily — https://www.webull.com/news/15753698404885504

Collected
Oct 22, 2026

Supply & Demand Source & collection date on file

DDR5 Prices Head Higher Again as LPDDR Shortage Pushes Phone Makers to Recycled DRAM

As of October 21–22, 2026, DDR5 prices were set to rise another 10–15% within the week amid an LPDDR shortage that has pushed some smartphone makers to reuse DRAM from old devices, according to Chinese and Korean industry media. Samsung Electro-Mechanics’ MLCC lead times reached 52 weeks, and SK hynix completed a record KRW 40 trillion buyback on October 21, Korean media reported.

DRAM

Source: Hankyung, October 21, 2026 — SK hynix wraps up KRW 40 trillion buyback a month early (based on KRX disclosure) — https://www.hankyung.com/article/2026102165657; Yonhap News TV, October 21, 2026 — SK hynix's large-scale share buyback ends — https://www.yonhapnewstv.co.kr/news/MYH202610212201069DK; CLS.cn / Star Market Daily, October 20, 2026 — Montage Technology Q3 net profit forecast up over 150% — https://www.cls.cn/detail/2510177; Eastmoney, October 20, 2026 — Montage Technology Q3 2026 forecast (disclosure-based coverage) — https://finance.eastmoney.com/a/202610203901521754.html; BigGo Finance (carrying the Korean media report), October 21, 2026 — Samsung Electro-Mechanics MLCC lead times stretch to 52 weeks — https://finance.biggo.com/news/bb7b3d46-26a6-42d1-8bc3-7ac7785d8c28; NextPCB 2026 supply-chain risk tracker (citing TrendForce) — Q4 2026 conventional DRAM contract price outlook of +10–15% QoQ — https://www.nextpcb.com/electronic-component-shortage-tracker-2026

Collected
Oct 22, 2026

Price Trend Source & collection date on file

Q4 NAND Prices Seen Up 30%, DRAM 20% as Memory Squeeze Widens

As of October 20–22, 2026, research houses forecast fourth-quarter NAND prices up 30% and DRAM contract prices up about 20% quarter on quarter, citing AI inference demand and limited mature-node supply, Taiwan’s Commercial Times reported. The memory squeeze is rippling outward: Amazon is stockpiling Nvidia GB300 racks it cannot yet power, and Micron and AMD are designing new memory for robots and AI servers.

NAND

Source: Commercial Times, October 20, 2026 — research-house forecast of Q4 NAND +30%, DRAM contract +20% — https://www.ctee.com.tw/news/20261020700183-439901; Business Insider, October 20, 2026 — Amazon's Early Rack Receipt program and GB300 racks awaiting power — https://www.businessinsider.com/amazon-nvidia-ai-gpu-data-centers-power-shortages-2026-10; The Elec, October 18, 2026 — Micron developing EIM for physical AI and humanoids — https://www.thelec.net/news/articleView.html?idxno=14669; TrendForce, October 19, 2026 — Micron EIM overview and 2H28 production outlook — https://www.trendforce.com/news/2026/10/19/news-micron-develops-edge-inference-memory-2h28-production-seen-as-hbm-potential-grows-in-humanoids/; TechPowerUp, October 13, 2026 — AMD EPYC Verano with LPDDR5X SOCAMM2 at OCP 2026 — https://www.techpowerup.com/353662/amd-showcases-its-next-gen-epyc-verano-cpu-up-to-192-cores-and-lpddr5x-memory; ITHome, October 13, 2026 — Verano 2027 launch, Zen 6, LPDDR5X — https://www.ithome.com/1/012/535.htm

Collected
Oct 15, 2026

Supply & Demand Source & collection date on file

YMTC Rises to Third in Q2 2026 NAND Bit Shipments

A Counterpoint Research memory-tracker update released 13 October (Tencent News dates it 14 October), covered by Chinese trade media on 15 October, places Yangtze Memory Technologies (YMTC) third in second-quarter 2026 NAND bit shipments, behind Samsung Electronics and SK hynix. The ranking raises the prospect of a larger NAND source outside the established Korea–Japan–U.S. group, but not a qualified enterprise-SSD supplier today.

NAND

Source: [1] Counterpoint Research — "Server-Led eSSDs Hit 48% of NAND Shipments; YMTC Enters Global Top Three" (translated title) — Published 2026-08-12 08:16 (Beijing); [2] Sina Finance — "Counterpoint: YMTC Ranks Third in Global NAND Shipments; 2026 Revenue Growth Forecast at Six Times Peers" (translated title) — Published 2026-10-15 18:35 (GMT+8); [3] Financial Journal (Jinrongjie) via Tencent News — "Surpassing Micron and Kioxia: YMTC's Q2 Flash-Shipment Share Ranks Third Globally" (translated title) — Published 2026-10-15 10:58 (GMT+8); [4] Zhitong Finance via Sohu — "Counterpoint: YMTC Rises to Third in Global NAND Shipments" (translated title) — Published 2026-10-15 13:43 (GMT+8); [5] EET China — "YMTC Overtakes Kioxia and Micron: NAND Shipment Rank Third Globally, Sales Rank Fifth" (translated title) — Published 2026-10-15 09:05 (GMT+8)

Collected
Oct 15, 2026

Technology Roadmap Source & collection date on file

CXMT 4F² Server-DRAM Roadmap Reprices the Pricing Outlook; Samsung, SK hynix Slide

South Korea’s memory complex repriced sharply on 13 October, with SK hynix closing down 10.09% and Samsung Electronics 7.39% after a Chinese memory maker’s roadmap for 4F²-based server DDR5 reached the market. For buyers, it signals a shorter expected runway for incumbent pricing power than most 2027 models assumed.

DRAM

Source: [1] The Korea Herald — "Foreign selloff sends Kospi down 5.5% as chip giants tumble" — Published 2026-10-13 16:21 (KST); [2] SBS (English) — "SK Hynix Plunges 10% to Close at 1.43 Million Won, Samsung Electronics Down 7.4%" — Published 2026-10-13 16:08 (KST); [3] TrendForce — "CXMT Accelerates 4F² DRAM Push, Eyes Year-End Server DDR5 RDIMM Launch" — Published 2026-10-12 (TPE); [4] Morningstar — "Samsung and SK Hynix Lead Chip Selloff as China Competition Fears Grow" — Published 2026-10-13 (UTC); [5] TechPowerUp / Counterpoint Research — "CXMT Captures 10% of the Global DRAM Market Revenue Share" — Published 2026-09-03 19:45 (UTC)

Collected
Oct 15, 2026

Price Trend Source & collection date on file

Nanya Technology Posts 85.7% Q3 Gross Margin as DRAM Contracts Reset

On October 12, 2026, Nanya Technology reported NT$133.649 billion in Q3 revenue and an 85.7% gross margin. The company said DRAM ASP rose over 60% sequentially as older supply contracts expired and new prices took effect amid tight supply.

DRAM

Source: Company release, Nanya Technology, October 12, 2026 — Q3 2026 consolidated financial results; Company release, Nanya Technology, August 5, 2026 — 5A fab investment and capacity plan; Central News Agency, October 12, 2026 — DRAM shortage and pricing outlook; TVBS, October 12, 2026 — Q4 pricing and DDR4 supply; Reuters, July 16, 2026 — TSMC Q2 2026 results and gross margin context

Collected
Oct 15, 2026

Supply & Demand Source & collection date on file

Solidigm Adds Taiwan ODM Site to Strengthen Data Center SSD Supply

Solidigm’s September 25, 2026 PCN adds a Taiwan-based ODM site for all data center SSD products. Customers may receive products from the new site after December 24, 2026. Product specifications remain unchanged; only the first two serial-number digits change to identify the manufacturing site.

SSD

Source: Solidigm Product Change Notification, September 25, 2026; Solidigm Document Management System — PCN listing and publication date; IT Home, October 6, 2026 — original Chinese report; Seoul Economic Daily, October 5, 2026 — secondary report on the Taiwan ODM site; Solidigm FAQ — relationship with SK hynix

Collected
Oct 15, 2026

Market Report Source & collection date on file

South Korea’s SSD Exports Reach $6.77 Billion as AI Demand Lifts Computer Shipments

South Korea reported $7.0 billion in computer exports in September 2026, up 435.3% year on year. Secondary reporting based on ministry data put SSD exports at $6.77 billion, up 532.0%, with AI infrastructure demand and higher memory prices supporting the increase.

SSD

Source: South Korean Ministry of Trade, Industry and Energy, September 2026 trade trends; Korea Policy Briefing, September 2026 trade trends; South Korean Ministry of Trade, Industry and Energy, July 2026 ICT trade trends; South Korean Ministry of Trade, Industry and Energy, August 2026 ICT trade trends; DealSite, October 2, 2026 — SSD export breakout and Solidigm context; Reuters, October 1, 2026 — South Korea September exports and computer shipments

Counts are the records we hold, not a claim about coverage.