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

• 2025年DRAM產量增，但2026產能擴張規劃保守。
• Samsung與SK hynix專注提升先進製程產出，占比同步增長。
• Micron美國新廠延宕，擴產主靠既有廠房，製程轉換積極。
• Nanya因DDR4/LPDDR4(X)需求強勁，提升投片與新製程比重。
• Winbond雖生產品項調整，總產量大致維持，先進製程主導產出。
• PSMC受市場需求影響，投片穩定，無大幅升級計畫。
• CXMT擴張趨緩，聚焦新產品與主力製程量產。
• JHICC產能緩步提升，並積極推進新製程導入。

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

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