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4Q25 Server DRAM Datasheet

Last Modified

2025-11-24

Update Frequency

Quarterly

Format

EXCEL

Quarterly Server DRAM latest market revenue/output update

Key Highlights

Server SMT utilization at full load, mainly due to strong CSP AI/general orders; manufacturing focused in Asia, assembly expanded to US/Mexico.
US-based CSPs boost orders, with global server shipments set for notable annual growth.
DDR5 prices rise sharply on AI/data center demand; supply remains tight into next year, with gradual decrease in price hikes.
DDR4 supply shrinks, mainly serving Chinese non-CSPs/module firms, raising prices.
Intel’s EOL delay extends DDR4 output/plans into 2026, partially squeezing DDR5 production.
Major suppliers focus on 16Gb, quick upgrade to 24Gb/32Gb, pushing advanced 1b/1c/1γ nm process nodes.
CXMT rapidly shifts to DDR5, prepping for higher-capacity output in 2026; Nanya’s DDR5 still in sampling, with growth expected from 2026.

Table of Contents

Index
DRAM Makers' DRAM Revenue & Server DRAM Revenue
DRAM Makers Quarterly Server DRAM Revenue Ranking
Server DRAM Quarterly Product Mix on Output
Server DRAM Quarterly Output Shipment
Server DRAM Output by Product (Package)
Server DRAM Output by Product (Generation)
Server DRAM Output by Product (Density)
Server DRAM Technology Breakdown by Company
Server Demand- Server Unit Shipment by Brand
Server DRAM Price Forecast

<Total Pages: 11>

Category: DRAM , AI Server/HBM/Server

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