Skylab Intelligence
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Supply-chain intelligence for the AI era. From semiconductors to frontier labs and the infrastructure behind it all.
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The Daily DRAM | October 07, 2026 (as of Asia close)
DDR5 kept climbing while 16Gb DDR4 stayed flat.
DDR5 16Gb (4800 / 5600): $58.400 | +0.40%
DDR4 16Gb (3200): $83.588 | +0.00%
DDR4 8Gb (3200): $46.357 | +0.08%
DDR5 has gained 4.29% since September 18, while 16Gb DDR4 has fallen 2.52% across the same verified closing sessions. The smaller 8Gb DDR4 benchmark also edged up 0.08% today.
$MU Micron | $SKHY SK hynix | $DRAM Roundhill Memory ETF
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Singapore's chip route to Mexico is overwhelmingly processors and controllers.
August 2026 exports to Mexico:
• ICs and IC parts: S$2.54B, roughly US$2.0B.
• Processors and controllers: S$2.45B, roughly US$1.9B.
• Memory ICs: S$25.9M, roughly US$20M.
Processors and controllers account for about 96.5% of the route's IC-and-parts export value. Memory accounts for about 1%.
Mexico's electronics manufacturing footprint includes Foxconn ($2317.TW), which said in August that its Mexico capex would keep increasing.
The useful signal here is the composition of the arriving hardware: this particular route is dominated by processors and controllers.
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1/6 The memory supercycle rolls on in Korea. Memory exports reached $33.11B in August 2026. +18.2% m/m | +289.3% y/y
Up $5.10B from July and $24.60B from a year earlier.
Four charts on DRAM, multichip/HBM, NAND, SSDs and export destinations. Source: Korean Export Data.
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