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DRAM Market Bulletin - Dec. 3, 2025
Last Modified
2025-12-03
Update Frequency
Weekly
Format
Looking to early next year, contract prices are projected to rise significantly due to low inventory and strong supplier leverage, with spot prices remaining high. While CXMT's capacity expansion moderates, its global share and revenue are expected to outperform the industry average through process upgrades and an optimized product mix.
Key Highlights
- Contract & Spot Markets: With low inventory levels, suppliers maintain a strong stance. Contract prices are expected to see significant gains early next year, while spot prices remain high without signs of correction.
- CXMT Capacity: Following substantial growth, capacity expansion will moderate until new facilities are completed.
- Product Strategy: The focus remains on mobile memory due to strong mid-to-low-end demand, alongside increased allocation to server applications, advanced process adoption, and HBM development.
- Market Outlook: Driven by process upgrades and an improved product mix, CXMT's output and revenue growth are projected to significantly outpace the industry average, expanding its global market share.
Table of Contents
- Market Update
- TrendForce’s View
- CXMT Product Mix
<Total Pages: 2>
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