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DRAM Market Bulletin - Oct. 1, 2025
Last Modified
2025-10-01
Update Frequency
Weekly
Format
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
- Market Update
- 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>
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