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DRAM Market Bulletin - Jun. 25, 2025
Last Modified
2025-06-25
Update Frequency
Weekly
Format
Geopolitical risks and product EOL spur DRAM price hikes, DDR4 outpaces DDR5. Micron's tech and AI strength boost HBM, tighten supply.
Key Highlights
- Geopolitical tensions and EOL boost DRAM inventory; price surge exceeds expectations.
- DDR4/LPDDR4x phase-out causes supply shortage, intensifies OEM demand and price jumps.
- Spot DDR4 demand eases, but supply remains tight; policy shifts may affect future trends.
- Micron strengthens position via proactive DRAM strategy and strong pricing power.
- Next-gen process supports multiple specs, aligning with major OEM/cloud needs.
- NVIDIA’s larger LPDDR5X orders further constrain legacy capacity.
- Higher HBM yields drive AI growth; Micron accelerates next-gen product deployment and market share expansion.
Table of Contents
- Market Update
- TrendForce's View
- OPM of Micron's DRAM Business from 1Q24 to 1Q25
<Total Pages: 2>
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