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2Q25 DRAM revenue grew notably from price and shipment increases. 3Q25 momentum is expected to continue, with accelerating price hikes. US CSPs show robust demand but slightly elevated inventory. Smartphone demand remains weak, with conservative procurement and LPDDR4x supply tightening.
AI servers remain higher than general-purpose servers regarding shipment dynamics among ODMs in 2H25, thus triggering growths for liquid-cooling suppliers. Liquid-cooling solutions are likely to penetrate the cloud market continuously, with focuses placed on cold plates and dividers. Supply chain players are cultivating their partnerships with major US CSPs to stabilize shipment and upgrades. Growth momentum would mostly stem from expanded deployments among CSPs and high-power servers.
DRAM contract prices are expected to peak by late 2025, then decline as new capacity emerges. DDR4 faces critical long-term shortages. HBM3e prices soften, HBM4 maintains a premium, with Samsung leading HBM4 tech. AI server demand surges, driving early orders and new memory solutions like LPCAMM2.
The iPhone 17 lineup officially welcomes a new ultra-thin flagship model. Apart from the base variant, all models in the series feature notable upgrades in design and hardware specifications. Although the overall smartphone market faces increasing challenges, both in demand and pricing, shipments are still expected to see slight growth over last year. The Pro series will remain the primary sales driver, while the market acceptance and sales performance of the new Air model will require time to be validated.
Smartphone production is recovering due to seasonal demand and inventory adjustments. Top brands dominate. China's subsidy offers limited long-term impact. Market uncertainty demands agile, diversified strategies.
Server DRAM prices (DDR4 & DDR5) saw further gains in August 2025, propelled by robust CSP demand and supply issues. Order visibility now extends to Q4, anticipating continued price increases and a positive 2026 demand outlook.
3Q25 PC DRAM contract prices surged 8-13% quarterly, continuing upward in August. Cloud demand squeezed PC manufacturers'; supply, driving increases. However, a projected 4Q25 PC market slowdown may temper future gains.
2Q25 DRAM revenue surged from rising contract prices and robust shipments, especially DDR4. This positive trend is expected to continue into 3Q25, with further price and profit increases.
After sharp increases, DDR4 buyers resisted, slowing its rise and causing spot prices to fall. DDR3, due to capacity shifts and rising demand, became a new price focus. Panic buying eased, suggesting future price moderation.
Benefiting from a low base effect, as well as simultaneous increases in shipment volume and pricing, the 2Q25 Mobile DRAM market delivered an outstanding revenue performance. In terms of market share, Samsung maintained its leadership position, while SK hynix, driven by significant shipment growth, reclaimed the second spot globally. Looking ahead, with seasonal demand and upward price momentum continuing to strengthen, the market’s revenue outlook remains optimistic.
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