Research Reports

1Q26 Server DRAM Datasheet

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Last Modified

2026-02-26

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Update Frequency

Quarterly

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Format

EXCEL


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Quarterly Server DRAM latest market revenue/output update

Key Highlights

  • Strong Demand vs. Supply Limits: Continued US CSP orders have raised server forecasts, though shipments are restricted by bottlenecks in CPUs, memory, and substrates.
  • Severe Shortage & Price Hikes: AI and data center growth, coupled with low supplier inventory and HBM capacity crowding, are causing severe server DRAM shortages and sharp price increases.
  • Tech Transition & Allocation: Suppliers have extended DDR4 support while accelerating DDR5 upgrades to advanced nodes and high-capacity chips to manage capacity.
  • Regional Dynamics: Chinese suppliers are ramping up domestic DDR5 output, while niche players focus on sustaining legacy DDR4 orders.

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>





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