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DRAM Market Bulletin - Jul. 2, 2025

Last Modified

2025-07-02

Update Frequency

Weekly

Format

PDF

Overview

DRAM contract prices steadily rise, DDR4 tight supply drives migration to new-gen products. Micron outperforms, shifts to value-added focus.

Key Highlights

DRAM contract prices continue to rise, especially DDR4, as supply tightness shifts focus to advanced products.
Spot market sees DDR4 consumer segment up, some PC specs dip; overall supply remains tight.
Micron’s results beat expectations, driven by HBM and revived demand.
DDR4 shortage emerges; company prioritizes supply and plans DDR4 exit.
HBM output yields improve, market share goals accelerated.
US fab and HBM packaging plant under planning to boost capacity and competitiveness.
US tariff concerns remain key uncertainty; focus shifts to advanced products and portfolio optimization.

Table of Contents

Market Update
TrendForce's View
- Micron's Consolidated Gross Margin (Encompassing DRAM and NAND Flash)

<Total Pages: 3>

Micron’s Consolidated Gross Margin (Encompassing DRAM and NAND Flash)

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