4Q25 Revenue Ranking among DRAM Suppliers

Last Modified

2026-02-24

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Quarterly

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Inventory lows and AI demand drove 4Q25 DRAM revenue via price hikes rather than volume. Samsung regained the market lead. Taiwanese firms benefited from mature node shortages. With supply remaining tight, 1Q26 prices are projected to accelerate significantly.

Key Highlights

Revenue Driver: Revenue growth was driven by soaring prices as low inventory limited shipments.
Demand Shift: AI demand expanded to general servers, boosting RDIMM orders.
Ranking: Samsung regained the top spot via aggressive pricing strategies.
Profitability: Margins improved as product mixes shifted to high-margin server applications.
Taiwanese Makers: Benefited from shortages in mature processes left by major suppliers.
Outlook: 1Q26 prices are expected to accelerate further due to tight supply.

Suppliers's Shipment Confined by Inventory; Growth of DRAM Industry Yielded by Rising Prices in 4Q25 with Additional Increment for 1Q26
- 4Q25 Revenue Ranking among DRAM Suppliers

4Q25 Revenue Ranking among DRAM Suppliers