Quarterly Server DRAM latest market revenue/output update

Key Highlights

• Supply Deficit & Rising Prices: Strong CSP demand drives upward revisions in server shipments despite component bottlenecks. Higher profitability shifts supplier capacity from HBM to server DRAM, yet severe shortages persist, expanding contract price hikes and raising spot market costs for non-CSP buyers.
• LTAs & Node Upgrades: US and Chinese CSPs are securing multi-year supply through long-term agreements, extending the shortage outlook. To boost bit supply and prepare capacity for next-generation HBM, the top three suppliers are accelerating their advanced process technology upgrades.
• Product Transition & Mix Shifts: Legacy DDR4 penetration drops toward discontinuation. Driven by AI inference applications and cost controls, the adoption of large-capacity dies is slowing, with CSPs shifting mix preferences toward low-to-medium capacities. Meanwhile, regional suppliers focus on domestic replacement or serving legacy multi-year demands.

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

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