DRAM is trading 3.43% up at $62.98 as persistent AI infrastructure demand and optimism around high-bandwidth memory shortages support the memory-chip rally.

  • Sector momentum, rather than a DRAM-specific announcement, is the clearest explanation for the move.
  • Micron reportedly has its 2026 HBM production sold out, with supply booked into 2027, reinforcing expectations for tight memory supply and stronger pricing.
  • DRAM options activity was elevated on September 22, with 317.33K contracts traded.