每周市场简报（英文）
美国二手市场 · 新品观察 · 大中华及亚太观察 · 欧洲观察 · 一篇知识内容 · AltoChip 主打产品。每周精选 5–8 条。
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Updated 2026-08-01 · Coverage 2026-07-26 – 2026-08-01
First issue: US used 32GB DDR4 by speed grade — medians $110 / $197 / $237 for 2666 / 2933 / 3200, public listing references; two launch signals that matter for the used market; Greater China and Germany observations; one knowledge note; AltoChip focus.
阅读全文（英文）→Updated 2026-08-08 · Coverage 2026-07-01 – 2026-07-31
Retrospective: the price parabola decelerates — TrendForce sees server DRAM contract prices up a moderating 13–18% QoQ for 3Q26 as long-term agreements cap increases; SK hynix posts another record quarter; what a slower primary market means for used DDR4.
阅读全文（英文）→Updated 2026-08-08 · Coverage 2026-06-01 – 2026-06-30
Retrospective: TrendForce confirms 1Q26 DRAM revenue jumped 81% QoQ to ~$97B on record contract-price gains; Micron reiterates shortage through 2027; reports that data centers would consume ~70% of 2026 memory output.
阅读全文（英文）→Updated 2026-08-08 · Coverage 2026-05-01 – 2026-05-31
Retrospective: TrendForce forecasts another 58–63% QoQ rise in conventional DRAM contract prices for 2Q26; US used-server channel reports DDR4 recovery values at historic highs and refurb-plus-memory as the dominant configuration.
阅读全文（英文）→Updated 2026-08-08 · Coverage 2026-04-01 – 2026-04-30
Retrospective: DigiTimes reports DDR4 16Gb spot finally declining after a ~2,200% one-year surge as the market polarizes; SK hynix posts record Q1 profit; suppliers hold "absolute pricing power" per TrendForce.
阅读全文（英文）→Updated 2026-08-08 · Coverage 2026-03-01 – 2026-03-31
Retrospective: Micron FQ2 revenue hits $23.86B (~194% YoY) on AI-server demand; Nanya says the shortage lasts through 2028; TrendForce tees up further 2Q26 increases as CSPs lock long-term agreements.
阅读全文（英文）→Updated 2026-08-08 · Coverage 2026-02-01 – 2026-02-28
Retrospective: TrendForce revises 1Q26 conventional DRAM contract forecast to a record +90–95% QoQ; Micron’s Crucial consumer exit takes effect; Lunar New Year briefly cools spot trading.
阅读全文（英文）→Updated 2026-08-08 · Coverage 2026-01-01 – 2026-01-31
Retrospective: TrendForce says makers prioritize server applications with across-the-board 1Q26 increases (server DRAM +60%+ QoQ); the big three’s DDR4 exit strategy is mapped; record PC DRAM contract prices forecast.
阅读全文（英文）→Updated 2026-08-08 · Coverage 2026-04-01 – 2026-06-30
Retrospective: conventional DRAM contract prices climb another 58–63% QoQ on AI-server demand; DDR4 spot tops out after a ~2,200% one-year run; record supplier earnings; used DDR4 recovery values reach historic highs in the US channel.
阅读全文（英文）→Updated 2026-08-08 · Coverage 2026-01-01 – 2026-03-31
Retrospective: the record quarter — conventional DRAM contract prices +93–98% QoQ, industry revenue +81% QoQ to ~$97B; Micron exits consumer retail and posts +194% YoY revenue; refurbished DDR4 becomes the only accessible supply for most buyers.
阅读全文（英文）→Updated 2026-08-08 · Coverage 2025-07-01 – 2025-12-31
Retrospective: the half-year that set everything up — the big three publish DDR4 exit timelines, consumer DDR4 contracts jump 85–90% in a quarter, capacity pivots to HBM/DDR5, OpenAI’s Stargate memory pact lands, and Micron kills Crucial retail.
阅读全文（英文）→文章只保留：标题＋来源＋发布日期＋摘要＋AltoChip 观察＋原文链接。不复制全文、图片或第三方联系方式。
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美国二手市场 · 新品观察 · 大中华及亚太观察 · 欧洲观察 · 一篇知识内容 · AltoChip 主打产品。每周精选 5–8 条。
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