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DRAM Market Bulletin - Aug. 13, 2025
Last Modified
2025-08-13
Update Frequency
Weekly
Format
3Q25 DRAM contract prices has been set in Aug., DDR5 rising modestly while the shipments increasing. Spot market stays calm, DDR4 is influenced by potential Samsung EOL delay. TrendForce update on CXMT’s focus includes capacity expansion, high-value products, and technological advancements.
Key Highlights
- By August, server DRAM DDR5 prices saw a modest rise, with DDR4/LPDDR4 prices increasing more than DDR5/LPDDR5x. 3Q25 shipment volumes goes up compred with the previous quarter.
- Spot market remains quiet, with stable DDR4/DDR5 prices. Rumored Samsung DDR4 EOL delay impacts price dynamics.
- CXMT development:
- In 2025, expanded production and optimized G4 process. In 2026, further capacity expansion focusing on DDR5/HBM optimization.
- CXMT is now the world's 4th largest, aiming to increase global market share.
- G4 process dominant, shifting product distribution towards DDR5/LPDDR5, and accelerating HBM integration.
- 2025 revenue expected to grow, benefiting from tariff negotiations.
- Focus on improving G4 yields, advancing DDR5 and HBM, developing TSV packaging and localizing the supply chain.
Table of Contents
- Market Update
- TrendForce's View
- Scale of CXMT's DRAM Output, 2025-2026
<Total Pages: 3>
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