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

Key Highlights

• Supply & Price: Output is revised upward as suppliers improve yields to meet server shortages. Revenue and contract prices are projected to rise significantly, with negotiations ongoing.
• Demand: The market is bifurcated; the outlook for AI and general servers remains bullish, whereas high component costs are eroding margins, forcing downward revisions in notebook and smartphone production.
• Vendor Updates: Major players prioritize high-end processes for HBM/DDR5. Niche manufacturers benefit from DDR4 order transfers, while significant volume from Chinese expansion is deferred until new fabs are complete.

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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