AltoChip Silicon Valley Hardware Market Desk · Updated 2026-08-08 · Coverage 2026-03-01 – 2026-03-31
Directional analysis based on dated public references. Listed prices are not sold prices; nothing here is investment advice or an inventory claim.
RETROSPECTIVE ANALYSIS — updated 2026-08-08. Compiled from the dated public sources listed at the end of this issue; all figures are quoted from those sources.
March 2026 put hard earnings numbers behind the shortage narrative — and stretched its expected duration to the horizon.
Micron’s FQ2 2026 results (Mar 18) landed at $23.86B revenue, roughly +194% YoY, with the CEO citing a "lack of adequate DRAM and NAND supply" for AI and conventional servers and tightness persisting beyond 2027. Nanya Technology said on Mar 5 the DRAM shortage would last through 2028; press reports quoted SK Group’s chairman putting it at "until 2030". TrendForce’s Mar 31 outlook forecast further 2Q26 contract increases as cloud providers locked supply via long-term agreements.
Every added year of expected shortage extends the service life of installed DDR4 platforms — and the value of the modules that keep them running. March is when "run the fleet longer" became the rational default for DDR4-era operators, and used-module demand structurally benefits from exactly that decision. No strong US-specific used-channel news items surfaced for this month; the primary-market record above is the anchor.
All sources accessed 2026-08-08. Quoted figures belong to the cited publishers.
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