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DRAM Market Bulletin - Jun. 11, 2025
Last Modified
2025-06-11
Update Frequency
Weekly
Format
Overview
DRAM contract prices keep rising. DDR5 and LPDDR5x remain stable, but DDR4 jumps amid supply strain and may stabilize. CXMT expands capacity, but future progress hinges on equipment and policy.
Key Highlights
- Recently, DRAM contract prices have continued climbing, with DDR5 and LPDDR5x remaining main growth drivers.
- DDR4 prices surged above DDR5 due to tight supply but are expected to stabilize.
- China's CXMT, despite US sanctions, presses forward with expansion plans to address domestic AI and DDR5 demand. The feasibility of future capacity increases depends on domestic equipment progress and policy approval. CXMT is also advancing high-end HBM technology development.
Table of Contents
- Market Update
- TrendForce's View
- CXMT's Strategy – Main Aspects, Targets, and Factors Affecting Progress
<Total Pages: 2>
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