TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.

Key Highlights

• The DRAM market faces severe undersupply due to robust server and AI demand and restricted growth in supply.
• DRAM prices are projected to rise substantially from late this year into next, with potential for further upward revisions.
• Major suppliers are actively revising up their output plans for next year, achieved by increasing wafer starts, accelerating process transitions, and optimizing production efficiency.
• Server shipments have been significantly revised upward, driven by AI deployments, serving as the primary demand catalyst.
• Consumer products (such as notebooks and smartphones) face cost pressures from skyrocketing memory prices, potentially leading to downward revisions in next year's shipments.
• Individual DRAM manufacturers are adjusting wafer starts and product focus in response to market shifts; for instance, Samsung prioritizes DDR5/HBM4, while Nanya benefits from transferred orders due to DDR4 End-of-Life plans.

Table of Contents

1. Index
2. DRAM Market Forecast
3. DRAM Makers' Revenue
4. DRAM Makers Quarterly Revenue Ranking
5. DRAM Operating Margin By Each Vendors
6. DRAM Makers' Capex
7. DRAM Worldwide 12" Quarterly Wafer Starts
8. DRAM Makers' Fab Capacity breakdown by Brand
9. DRAM Makers' Fab Capacity breakdown by Fab
10. DRAM Worldwide Monthly Production Summary
11. DRAM Worldwide Monthly Production breakdown by Type
12. DRAM Worldwide Monthly Production breakdown by Region
13. DRAM Worldwide Process Ratio by quarter
14. Technology breakdown by Company
15. DRAM Makers' Quarterly Production Output breakdown by Density
16. Worldwide Monthly Desktop shipment
17. Worldwide Monthly Notebook shipment
18. Worldwide Monthly PC shipment
19. Worldwide Quarterly Server & Workstation Shipment
20. Worldwide Quarterly Graphics Shipment
21. Worldwide Quarterly Handset Production Volume
22. DRAM Content Per Box in DT, NB
23. DRAM Supply v.s. Demand Sufficiency
24. DRAM Spot and Contract Prices Forecast by Month
25. Worldwide DRAM Production Forecast
26. DRAM Cost Structure Update
27. DRAM Supply and Demand Model

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