Server DRAM Industry Analysis－4Q25

Last Modified

2025-12-16

Update Frequency

Quarterly

Format

PDF

North American CSPs' expanded investment in AI and general servers has confirmed a DRAM industry upcycle. With supplier inventory bottoming out and buyers actively restocking, prices and revenue are surging. As AMD and Arm gain share and CSPs increase CAPEX, strong growth in server and memory demand is expected to continue.

Key Highlights

Demand Upgrade: Increased CSP investment in AI and general servers drives upward revisions in global shipment forecasts.
Price & Volume Surge: The DRAM market enters an upcycle; low supplier inventory and buyer restocking trigger significant price rebounds for DDR5 and DDR4.
Competitive Shift: AMD and Arm are gaining market share; manufacturers prioritize advanced processes and HBM production.
Positive Outlook: Sustained CSP CAPEX on AI infrastructure and proprietary chips ensures long-term growth in server and memory demand.

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