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DRAM Market Bulletin - Jul. 2, 2025
Last Modified
2025-07-02
Update Frequency
Weekly
Format
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>
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