2Q25 Revenue Ranking among DRAM Suppliers

Last Modified

2025-08-29

Update Frequency

Quarterly

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PDF

2Q25 DRAM revenue surged from rising contract prices and robust shipments, especially DDR4. This positive trend is expected to continue into 3Q25, with further price and profit increases.

Key Highlights

2Q25 DRAM revenue grew significantly from higher prices, increased shipments, and HBM expansion.
PC OEMs and CSPs actively procured, with DDR4 EOL factors driving early stocking.
Average selling prices rebounded, with DDR4 seeing the largest increase, rapidly reducing inventories.
3Q25 outlook: demand is expected to intensify, accelerating contract price hikes (overall double-digit increase).
Major suppliers grew (SK Hynix led); they focus on HBM/DDR5, while Taiwanese firms fill mature process gaps.