Research Reports
[Selected Topics] Server DRAM and HBM Contributed to 9% QoQ Increase in DRAM Industry’s Revenue for 4Q24, While Demand Related to PCs, Smartphones and Consumer Applications Weakened Significantly
Last Modified
2025-02-25
Update Frequency
Aperiodically
Format
Overview
TrendForce reports that the DRAM industry's revenue grew by 9.9% QoQ in 4Q24, driven by server DRAM and HBM sales. However, weak demand for PCs, smartphones, and consumer applications led to a decline in overall ASP. In 1Q25, due to seasonality and inventory adjustments, the overall DRAM ASP is projected to decline by 0-5%, potentially marking the largest quarterly price drop for 2025.
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[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan
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