DRAM revenue jumps 369 percent as AI demand keeps supplies tight and prices climbing The big memory manufacturers continue to print money at the expense of long suffering buyers, with industry DRAM revenue approaching five times its level a year ago. Demand for datacenter capacity and AI accelerators drove the 369 percent year over year surge in Q3 2026, Counterpoint Research reports . Bit shipments rose only about 4 percent this quarter, yet DRAM revenue reached nearly $200 billion, close to...
