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

Key Highlights

• Supply Revised Up: Samsung P4L, SK Hynix Y1, Micron Tonglo, CXMT Shanghai, and JHICC all ramp capacity, lifting global bit output meaningfully.
• Server Demand Robust: AI Agentic deployment drives General Server builds; new CPU platforms and LTA agreements stabilize memory supply through 2027.
• Consumer Markets Soft: Smartphone and Notebook shipments revised down as high DRAM prices suppress end-market demand and upgrade willingness.
• Price Divergence: Consumer DRAM leads price gains over server DRAM, reflecting capacity reallocation toward AI Server applications.

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 Fab
9. DRAM Worldwide Monthly Production Summary
10. DRAM Worldwide Monthly Production breakdown by Type
11. DRAM Worldwide Monthly Production breakdown by Region
12. DRAM Worldwide Process Ratio by quarter
13. Technology breakdown by Company
14. DRAM Makers' Quarterly Production Output breakdown by Density
15. Worldwide Monthly Desktop shipment
16. Worldwide Monthly Notebook shipment
17. Worldwide Monthly PC shipment
18. Worldwide Quarterly Server & Workstation Shipment
19. Worldwide Quarterly Graphics Shipment
20. Worldwide Quarterly Handset Production Volume
21. DRAM Content Per Box in DT, NB
22. DRAM Supply v.s. Demand Sufficiency
23. DRAM Spot and Contract Prices Forecast by Month
24. Worldwide DRAM Production Forecast
25. DRAM Cost Structure Update
26. DRAM Supply and Demand Model

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