# 2026 年第一季全球 DRAM 營收飆升至創紀錄的 970 億美元。

*semiconductor · news · 2026-05-27 · Benzinga*

## Key points

- 2026 年第一季全球 DRAM 營收達到創紀錄的 970 億美元，季增 80%。
- 長江存儲（CXMT）的 DRAM 營收年增超過 700%，市占率翻倍至 8%。
- 預計 2026 年第二季 DRAM 價格將再上漲 50%，影響高頻寬記憶體（HBM）及一般商品級市場。
- 長江存儲計劃透過首次公開募股（IPO）籌資，以擴充更多 DRAM 產能並進軍 AI HBM 市場。
- 三星與美光正快速擴大記憶體產能，以競逐次世代 DRAM 市場。

Global DRAM revenue surged to a record $97 billion in the first quarter of 2026 as booming AI data center demand and sharply higher memory prices fueled explosive growth across the semiconductor industry, according to Counterpoint Research. The market expanded 80% quarter over quarter and 260% year over year during the period. The firm said rising adoption of High Bandwidth Memory, or HBM, and increased LPDDR5 content in AI infrastructure were major drivers behind the surge. Samsung Extends Lead Over Rivals The report also highlighted rapid gains by China-based CXMT, which benefited from rising domestic demand for DRAM chips used in smartphones and servers. CXMT's revenue surged more than 700% year over year, making it the fastest-growing DRAM supplier globally. Its market share more than doubled to 8%, strengthening its position as the world's fourth-largest DRAM supplier. Counterpoint added that CXMT is preparing for a potential initial public offering to fund additional DRAM capacity and expand into the AI-focused HBM market. DRAM Prices Seen Rising Again in Q2 According to Counterpoint Research's Monthly Memory Price Tracker, DRAM prices continued climbing during the quarter and are expected to rise another 50% sequentially in the second quarter of 2026, including both HBM and commodity DRAM products. The research firm said Samsung and Micron are moving aggressively to expand capacity and strengthen their positions in next-generation memory technology as competition intensifies. Counterpoint projects the overall DRAM market will grow more than 300% in 2026. Photo via Shutterstock

**Companies:** Samsung, Micron, CXMT
**Countries:** China

[Read the full story on Benzinga](https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/05/52803875/samsung-widens-lead-over-sk-hynix-micron-in-explosive-ai-memory-chip-boom)

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