DRAM Industry’s Revenue Rose by 13.6% QoQ for 3Q24 Thanks to Server DRAM and HBM Sales, but Taiwan-Based Suppliers Lagged in Performance Due to Their Focus on Consumer DRAM

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2024-11-21

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TrendForce reports that the DRAM industry revenue grew by 13.6% QoQ in 3Q24, driven by server DRAM and HBM sales. However, Taiwan-based suppliers lagged behind due to their focus on consumer DRAM. Despite continued contract price increases in Q3, weak demand and high inventory levels are expected to lead to a 3-8% price decline in Q4, with overall ASP dropping by 0-5%. Looking ahead to 2025, TrendForce has lowered its DRAM price forecast, projecting price declines in the first half of the year and a pessimistic outlook for the second half.

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Sector: Memory & Storage Semiconductors

Tag: HBM Server Memory DRAM Competitive Landscape Market Share Pricing Trends Revenue Supply Chain Bottleneck Supply & Demand Samsung SK Hynix Micron

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