下載報告
聯絡我們
2025年9月DRAM每月數據
發佈日期
2025-09-16
更新頻率
每月
報告格式
EXCEL
TrendForce為您提供一個完整的DRAM產業分析，成本分析和價格預測。
重點摘要
- 供給端： 韓廠放緩製程轉進，保留 DDR4 產能。台廠訂單滿載，產能擴張有限。
- 需求端： Server 需求強勁，北美 CSP 上修資本支出，AI Server 為主要動力。Smartphone 及 NB 需求展望保守。
- 價格預估： Server DRAM 價格看漲，LPDDR4x 因供應減少漲幅顯著。2026 年供不應求，合約價持續上漲。
- 廠商動態： Samsung 著重製程轉進，SK hynix 保留 DDR4 產能，Micron 調整 HBM 策略，Nanya 受惠轉單，CXMT 集中先進產品開發。
目錄
- Index
- DRAM Market Forecast
- DRAM Makers' Revenue
- DRAM Makers Quarterly Revenue Ranking
- DRAM Operating Margin By Each Vendors
- DRAM Makers' Capex
- DRAM Worldwide 12" Quarterly Wafer Starts
- DRAM Makers' Fab Capacity breakdown by Brand
- DRAM Makers' Fab Capacity breakdown by Fab
- DRAM Worldwide Monthly Production Summary
- DRAM Worldwide Monthly Production breakdown by Type
- DRAM Worldwide Monthly Production breakdown by Region
- DRAM Worldwide Process Ratio by quarter
- Technology breakdown by Company
- DRAM Makers' Quarterly Production Output breakdown by Density
- Worldwide Monthly Desktop shipment
- Worldwide Monthly Notebook shipment
- Worldwide Monthly PC shipment
- Worldwide Quarterly Server & Workstation Shipment
- Worldwide Quarterly Graphics Shipment
- Worldwide Quarterly Handset Production Volume
- DRAM Content Per Box in DT, NB
- DRAM Supply v.s. Demand Sufficiency
- DRAM Spot and Contract Prices Forecast by Month
- Worldwide DRAM Production Forecast
- DRAM Cost Structure Update
- DRAM Supply and Demand Model
<Total Pages: 27>
報告分類: DRAM , 筆記型電腦 , 智慧手機 , 平板電腦 , AI Server/HBM/Server , AI Server/HBM/Server
