2Q26 DRAM Diamond Datasheet
Last Modified
2026-05-20
Update Frequency
Quarterly
Format
EXCEL
TrendForce Offers you a complete analysis on DRAM industry wafer input, production output, technology node…etc. by each company.
Key Highlights
- Overall Market: Driven by robust demand, long-term orders are fully booked, leading to comprehensive upward revisions in overall capacity and output forecasts.
- Major Global Players: To meet the demand for high-bandwidth and next-generation products, Samsung, SK hynix, and Micron are accelerating the phase-out of mature production lines, actively migrating to the most advanced processes, and initiating global capacity expansions.
- Taiwanese Makers: Nanya and PSMC are focusing on optimizing existing production lines and seeking external technology licensing, while Winbond is aggressively expanding capacity driven by clear order visibility.
- Chinese Makers: CXMT is focusing on process migration to upgrade its shipment mix, whereas JHICC is capitalizing on the exit of major global players by expanding capacity to fill the supply gap in mature processes.
Table of Contents
- Index
- DRAM Makers' Capex
- DRAM Makers' Yearly DRAM Revenue
- DRAM Makers' Quarterly Revenue Ranking
- DRAM Makers' Capacity Breakdown by Brand
- DRAM Makers' Capacity Breakdown by Fab
- DRAM Makers' Output by Fab
- DRAM Makers' Output by Brand
- Samsung DRAM Fabs' Capacity/Output by Design Rule
- SK hynix DRAM Fabs' Capacity/Output by Design Rule
- Micron DRAM Fabs' Capacity/Output by Design Rule
- PSMC DRAM Fabs' Capacity/Output by Design Rule
- Nanya DRAM Fabs' Capacity/Output by Design Rule
- Winbond DRAM Fabs' Capacity/Output by Design Rule
- JHICC DRAM Fabs' Capacity/Output by Design Rule
- CXMT DRAM Fabs' Capacity/Output by Design Rule
- Technology Breakdown by Company
- DRAM Makers' Production Output Breakdown by Density
- Density Production Output Breakdown by DRAM Maker
- DRAM Makers' Production Output by Type
- Samsung DRAM Production Output by Type
- SK hynix DRAM Production Output by Type
- Micron DRAM Production Output by Type
- Nanya DRAM Production Output by Type
- PSMC DRAM Production Output by Type
- Winbond DRAM Production Output by Type
- JHICC DRAM Production Output by Type
- CXMT DRAM Production Output by Type
- Spot and Contract Prices Forecast by Quarter
<Total Pages: 29>
Category: DRAM
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