DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

Last Modified

2024-11-11

Update Frequency

Aperiodically

Format

PDF

TrendForce has revised its 2025 DRAM price forecast downward, projecting price declines in the first half of next year, with DDR4 and LPDDR4X experiencing steeper drops. Key factors contributing to this revision include: a weakening NAND Flash market leading to capacity shift towards DRAM; potential underutilization of HBM capacity by some DRAM suppliers, resulting in TSV capacity shifting back to conventional DRAM; China's DRAM capacity expansion; and sluggish consumer electronics demand. TrendForce believes that without DRAM capacity reduction, inventory digestion will be slow, and the price outlook for the second half of 2025 remains pessimistic.

＜Total Pages：4＞

Category: Semiconductors

Spotlight Report

PDF

Download Report

USD

2,000

Membership

Selected Topics New
Selected Topics-TF-0013_DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

Popular Keywords

Research Reports

2,000

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

Spotlight Report

Smartphone Storage: AI Driven Growth - 2026

AI Reshapes Memory: Market Revenue to Peak by 2027

Optical Interconnect Supply Chain Restructuring and Opportunities in Response to Expanded US Export Controls

CSP CapEx Fuels 12.8% Server Growth: 2026 Forecast

Server DRAM Price Surge: Long-Term Strategy & Capacity Race - From Q4 2025

Overview of Global Electronics Sector’s Demand in 2025

Selected TopicsRelated Reports

DeepSeek-V4: China's AI Hardware-Software Co-Design Strategy

Optical Interconnect Supply Chain Restructuring and Opportunities in Response to Expanded US Export Controls

Defense Tech Transformation: Software-Defined Systems & Taiwan's Supply Chain Positioning

Crossing AI Memory Wall: Storage Layer Reallocation and HBF Analysis

The CPO Paradigm Shift in the AI Era: Strategic Opportunities for Taiwan’s Ecosystem and the Future of Interconnect Architecture

Deconstructing PLP Warpage: Low-Temp PSPI, Balance Films, and Supplier Analysis

Download Report

2,000

Membership

Spotlight Report

Smartphone Storage: AI Driven Growth - 2026

AI Reshapes Memory: Market Revenue to Peak by 2027

Optical Interconnect Supply Chain Restructuring and Opportunities in Response to Expanded US Export Controls

CSP CapEx Fuels 12.8% Server Growth: 2026 Forecast

Server DRAM Price Surge: Long-Term Strategy & Capacity Race - From Q4 2025

Overview of Global Electronics Sector’s Demand in 2025

Shopping List

Research Directory

Semiconductor

Display

Optoelectronics

Green Energy

Selected Topics

Semiconductors

Display

LED

Energy

Consumer Electronics

Emerging Technologies

Selected Topics

Research Reports

2,000

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

Spotlight Report

Smartphone Storage: AI Driven Growth - 2026

AI Reshapes Memory: Market Revenue to Peak by 2027

Optical Interconnect Supply Chain Restructuring and Opportunities in Response to Expanded US Export Controls

CSP CapEx Fuels 12.8% Server Growth: 2026 Forecast

Server DRAM Price Surge: Long-Term Strategy & Capacity Race - From Q4 2025

Overview of Global Electronics Sector’s Demand in 2025

Selected TopicsRelated Reports

DeepSeek-V4: China's AI Hardware-Software Co-Design Strategy

Optical Interconnect Supply Chain Restructuring and Opportunities in Response to Expanded US Export Controls

Defense Tech Transformation: Software-Defined Systems & Taiwan's Supply Chain Positioning

Crossing AI Memory Wall: Storage Layer Reallocation and HBF Analysis

The CPO Paradigm Shift in the AI Era: Strategic Opportunities for Taiwan’s Ecosystem and the Future of Interconnect Architecture

Deconstructing PLP Warpage: Low-Temp PSPI, Balance Films, and Supplier Analysis

Download Report

2,000

Membership

Spotlight Report

Smartphone Storage: AI Driven Growth - 2026

AI Reshapes Memory: Market Revenue to Peak by 2027

Optical Interconnect Supply Chain Restructuring and Opportunities in Response to Expanded US Export Controls

CSP CapEx Fuels 12.8% Server Growth: 2026 Forecast

Server DRAM Price Surge: Long-Term Strategy & Capacity Race - From Q4 2025

Overview of Global Electronics Sector’s Demand in 2025

Get in touch with us

Get in touch with us