3Q25 Revenue Ranking among DRAM Suppliers

Last Modified

2025-11-21

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Quarterly

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3Q25 DRAM market achieved strong price and volume growth, fueled by cloud demand and HBM. Low inventories forecast significant price acceleration in 4Q25, boosting manufacturers' profitability.

Key Highlights

3Q25 DRAM market saw strong price and volume growth, boosting revenue.
Cloud service provider demand for large-capacity memory and expanding HBM shipments were key drivers.
Manufacturer inventories significantly decreased, fueling widespread contract price increases, with consumer DRAM seeing the highest gains.
4Q25 forecasts substantial acceleration in contract prices, leading to enhanced industry profitability.
Major suppliers (Samsung, SK hynix, Micron) reported improved financials, actively shifting to advanced processes.
Taiwanese firms (Nanya, Winbond, PSMC) also achieved strong revenue growth, meeting mature market demands.

DRAM Prices and Shipments Both Rose in 3Q25 Due to Suppliers Ramping Up; Price Hikes Will Get Sharper in 4Q25
- 3Q25 Revenue Ranking among DRAM Suppliers

3Q25 Revenue Ranking among DRAM Suppliers