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DRAM Market Bulletin - Oct. 1, 2025

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Last Modified

2025-10-01

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Update Frequency

Weekly

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Format

PDF

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The DRAM market is robust, with prices surging across contract and spot sectors, firmly establishing a seller-driven environment due to tightening supply. Micron's AI-driven performance and HBM leadership are stellar, with continued price increases expected as supply remains constrained.

Key Highlights

  • DRAM contract prices surge; market seller-led.
  • Spot market sees high prices, tight supply.
  • Micron's earnings strong, AI drives record revenue/margins.
  • DRAM key revenue; tighter supply anticipated.
  • HBM business expands rapidly; Micron leads HBM3e/HBM4.
  • Outlook: Conventional DRAM prices to climb; HBM3e price pressure; HBM4 share uncertain.

Table of Contents

  1. Market Update
  2. TrendForce’s View
    • Micron's Consolidated Gross Margin (Encompassing DRAM and NAND Flash)
    • Extents of Increases in Overall ASP of Conventional DRAM Products During 2026
    • HBM Suppliers’ Estimated Bit Market Shares

<Total Pages: 3>

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

Category: DRAM

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