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

Key Highlights

• Supply Dynamics: Key suppliers continue expanding Capex and optimizing product mix. New fab construction and capacity re-allocation toward high-end products (HBM, advanced DDR/LPDDR) are driving upward revisions in bit output.
• Demand Dynamics: Server shipments show strong momentum fueled by AI infrastructure and next-gen platforms. Conversely, smartphone and notebook demand remains constrained by rising component and memory costs, which push up end-device prices.
• Purchasing & Pricing: Supply tightness in consumer memory persists, sustaining contract price increases across applications, though cost resistance from buyers is tapering the rate of price hikes.
• Supplier Outlook:
  • Major Global Players: Driving output growth and premium product expansion by constructing new facilities and prioritizing cleanroom space.
  • Regional Suppliers: Taiwanese vendors rely on new fab ramps or minor adjustments, while Chinese manufacturers achieve substantial growth through yield optimization, facility expansion, and localized equipment adoption.

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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