Memory price skyrockets as demand for AI data centers drives 369% year-over-year surge
- Counterpoint says global DRAM revenue rose 369% year over year in Q3 2026 to nearly $200 billion on AI data center demand
- The 369% increase in revenue figure comes at a time when shipments are up only about 4%, with a price surge doing most of the work
- Samsung, SK hynix and Micron booked record profits as phone and PC shipments fell about 20%, and suppliers see tight supply into 2028 and beyond
New figures have claimed the worldwide memory business has posted another incredibly strong quarter as demand continues to rise.
Global DRAM revenue jumped 369% year over year in the third quarter of 2026 to just under $200 billion, Counterpoint Research reported, as demand for AI accelerators and data center servers kept supply tight and pushed selling prices to new records.
The increase overwhelmingly comes directly from higher prices rather than the volume of memory chips increasing...
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