Server DRAM Industry Analysis－3Q25

Last Modified

2025-09-23

Update Frequency

Quarterly

Format

PDF

Robust AI server demand, driven by NVIDIA, AMD, and CSP custom ASICs, propels market growth. DDR5 is mainstream, yet DDR4 sees extended life and price rebound from storage needs. AMD and ARM challenge Intel in CPUs. 2Q25 server DRAM revenue increased, with high-capacity modules boosting average prices, forecasting continued strong AI server growth.

Key Highlights

AI server demand is robust, driven by NVIDIA, AMD, and CSP custom ASICs, sustaining market growth through 2026.
DDR5 is mainstream, but strong DDR4 demand for storage servers extends its lifecycle and market presence through 2025-26.
x86 remains dominant in CPUs, yet ARM and AMD gain share from Intel due to cloud client adoption and active in-house CPU development by CSPs.
2Q25 server DRAM revenue grew, with high-capacity DDR5 modules and rebounding DDR4 prices boosting average bit prices and overall revenue.
Strong AI server growth is projected, focusing on high-capacity modules. Chinese vendor CXMT is actively entering the DDR5 market.

2Q25 Server DRAM Manufacturer Revenue Ranking
- 2Q25 Revenue Ranking among Server DRAM Suppliers
Server DRAM Manufacturer Analysis and Outlook
Analysis on Server CPU& GPU Market
Analysis of Demand Side of Server Market

Category: DRAM , AI Server/HBM/Server

Spotlight Report

PDF

Download Report

USD $16,500

Membership

Server DRAM Package

Popular Keywords

Research Reports

USD $16,500

Server DRAM Industry Analysis－3Q25

Key Highlights