1Q26 Server DRAM Datasheet
Last Modified
2026-02-26
Update Frequency
Quarterly
Format
EXCEL
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>
Category: DRAM , AI/HBM/Server
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