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TrendForce’s latest investigations find that the global foundry industry recorded 1Q25 revenue of US$36.4 billion—a 5.4% QoQ decline. The downturn was softened by last-minute rush orders from clients ahead of the U.S. reciprocal tariff exemption deadline, as well as continued momentum from China’s 2024 consumer subsidy program. These factors help offset the typical seasonal slump.
TrendForce’s latest investigations find that DDR4 contract prices for servers and PCs are expected to rise more sharply in the second quarter of 2025 due to two key factors: major DRAM suppliers scaling back DDR4 production and buyers accelerating procurement ahead of U.S. tariff changes. As a result, server DDR4 contract prices are forecast to rise by 18–23% QoQ, while PC DDR4 prices are projected to increase by 13–18%—both surpassing earlier estimates.
TrendForce’s latest findings reveal that global revenue for the DRAM industry reached US$27.01 billion in 1Q25, marking a 5.5% QoQ decline. This downturn was driven by falling contract prices for conventional DRAM and a contraction in HBM shipment volumes.
TrendForce’s latest findings reveal that the top NAND Flash suppliers faced mounting inventory pressure and weakening end-market demand in the first quarter of 2025. Consequently, the industry saw a 15% QoQ decline in ASP and a 7% drop in shipment volume. Although some product prices rebounded by the end of the quarter, boosting demand, the combined revenue of the top five NAND Flash brands still fell sharply to US$12.02 billion—a nearly 24% QoQ decline.
TrendForce reports that following the new U.S. export restrictions announced in April—which require additional permits for the export of NVIDIA’s H20 or any chips with equivalent memory bandwidth or interconnect performance to China—NVIDIA is expected to release a special low-power, downscaled version of the RTX PRO 6000 (formerly B40) for the Chinese market. This model will reportedly switch from the originally planned HBM memory to GDDR7, with a potential market debut as early as the second half of 2025.
