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

• 產業動能：需求強勁且產能滿載，訂單已延伸至未來年份，促使全球投片規模逐季成長。
• 三大原廠：Samsung、SK hynix與Micron全力轉進先進製程，擴大高頻寬記憶體及新世代產品產出以支撐AI需求，舊製程比重逐漸降低。
• 利基與陸廠：Winbond與JHICC積極擴產以應對成熟製程缺口；其餘廠商專注於技術升級與良率改善，以滿足DDR4等內需市場。

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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