下載報告
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2026年第三季鑽石等級DRAM數據
發佈日期
2026-08-19
更新頻率
每季
報告格式
EXCEL
提供有關DRAM產業每家公司晶圓的投入，產量，技術節點等完整的分析。
重點摘要
- 整體供給：受擴產與製程升級雙軌帶動，整體位元供給持續成長，各大廠新產能將集中開出。
- 三大巨頭：三星、SK海力士及美光全面加速先進製程轉進，主軸聚焦於先進製程技術，並積極擴充新廠產能以支援高頻寬記憶體與高階產品需求。
- 台廠規劃：南亞科與華邦電透過新廠擴建及技術升級微幅調升投片量；力積電則維持既有投片規模，主要依賴產線效率提升。
- 陸廠布局：長鑫存儲與晉華受本土需求帶動，同步加速擴廠與新節點轉進，產能增幅明顯。
目錄
- Index
- DRAM Makers' Capex
- DRAM Makers' Yearly DRAM Revenue
- DRAM Makers' Quarterly Revenue Ranking
- DRAM Makers' Capacity Breakdown by Brand
- DRAM Makers' Capacity Breakdown by Fab
- DRAM Makers' Output by Fab
- DRAM Makers' Output by Brand
- Samsung DRAM Fabs' Capacity/Output by Design Rule
- SK hynix DRAM Fabs' Capacity/Output by Design Rule
- Micron DRAM Fabs' Capacity/Output by Design Rule
- PSMC DRAM Fabs' Capacity/Output by Design Rule
- Nanya DRAM Fabs' Capacity/Output by Design Rule
- Winbond DRAM Fabs' Capacity/Output by Design Rule
- JHICC DRAM Fabs' Capacity/Output by Design Rule
- CXMT DRAM Fabs' Capacity/Output by Design Rule
- Technology Breakdown by Company
- DRAM Makers' Production Output Breakdown by Density
- Density Production Output Breakdown by DRAM Maker
- DRAM Makers' Production Output by Type
- Samsung DRAM Production Output by Type
- SK hynix DRAM Production Output by Type
- Micron DRAM Production Output by Type
- Nanya DRAM Production Output by Type
- PSMC DRAM Production Output by Type
- Winbond DRAM Production Output by Type
- JHICC DRAM Production Output by Type
- CXMT DRAM Production Output by Type
- Spot and Contract Prices Forecast by Quarter
<Total Pages: 29>
