Server DRAM Continued to Rise in Revenue at 15.6% QoQ and 162% YoY in 3Q24 amidst Incessant Demand for DDR5
Last Modified
2024-11-26
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Aperiodically
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TrendForce reports that server DRAM revenue continued to rise, growing by 15.6% QoQ and 162% YoY in 3Q24, driven by sustained demand for DDR5. Despite a slight decline in overall bit shipments, DDR5 price increases and shipment growth fueled revenue growth, accelerating the technology transition among the three major DRAM suppliers. Server DRAM demand is expected to continue growing in 2025, with DDR5 becoming the mainstream product.
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Category: Semiconductors
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Spotlight Report
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DRAM/NAND Flash 2026 Capex: AI-Driven Revisions, Capacity Limited
2025/11/07
Selected Topics
PDF
-
DDR5 Supply Shortfall Drives Prices Higher; 2026 Profits Will Surpass HBM3e
2025/10/22
Selected Topics
PDF
-
High Server DRAM Demand Drives Expansion by Major Suppliers
2025/11/24
Selected Topics
PDF
-
CSP CapEx Fuels 12.8% Server Growth: 2026 Forecast
2025/12/18
Selected Topics
PDF
-
MLC Supply Cliff: Majors Exit & MXIC's Gain
2026/01/06
Selected Topics
PDF
-
2026 NAND Flash: AI & HDD Shortage Ignite Price Surge
2025/10/07
Selected Topics
PDF