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DRAM Market Bulletin - Jun. 25, 2025

Last Modified

2025-06-25

Update Frequency

Weekly

Format

PDF

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>

OPM of Micron’s DRAM Business from 1Q24 to 1Q25

Category: DRAM

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