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DRAM Market Bulletin - Jun. 18, 2025
Last Modified
2025-06-18
Update Frequency
Weekly
Format
Overview
This report analyzes the DRAM market, with limited growth expected for DDR5 in the contract segment and strong demand for DDR4 in the spot market, influenced by U.S. major manufacturers' supply agreements. NVIDIA's developments have become a focal point, with adjustments in supply chain and product forecasts, and there may be a gap between the actual shipments of RTX PRO 6000D and current market expectations.
Key Highlights
- This report focuses on the upcoming trends in the DRAM market. The growth potential for DDR5 contract prices is limited due to efficiency issues in manufacturing processes.
- DDR4 remains highly demanded in spot markets, mainly driven by ongoing support needs for legacy platforms.
- NVIDIA's recent updates reveal adjustments in their supply strategy, with annual shipment forecasts being revised downward, creating a discrepancy with market expectations. High-end GPU shipments are under pressure due to resource shortages, and supply chain challenges continue to impact production and delivery. These factors contribute to increased market volatility and uncertainty.
Table of Contents
- Market Update
- TrendForce's View
- DRAM Products That NVIDIA Procures from Three Major Suppliers
<Total Pages: 2>
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