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2026年5月DRAM每月數據
發佈日期
2026-05-19
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：大廠加速先進製程，且因次世代記憶體遞延，產能轉回常規產品，帶動整體供給上修。
- 需求端：人工智慧伺服器需求強勁，持續排擠手機與筆電供應；手機與筆電因高物料成本與終端需求疲弱，拉貨轉趨保守。
- 價格面：常規記憶體合約價全面上漲，但考量客戶負擔能力，行動端記憶體漲幅獲下修。
- 供應商動態：領先大廠積極推動先進製程與產能挪移以提升獲利；其餘廠家則受惠於大廠淘汰舊世代製程，順利承接轉單並積極擴產以填補市場缺口。
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/HBM/Server , AI/HBM/Server
