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2026年6月DRAM每月數據
發佈日期
2026-06-16
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
- 供需結構調整：因應大廠晶片需求與出貨目標調整，記憶體結構持續轉移。伺服器需求穩健但單機搭載量因成本考量下修；消費性終端如手機、筆電則受價格上漲衝擠壓，導致品牌備貨保守。
- 採購與談判現況：原廠優先滿足美系雲端服務商與核心大廠的長期需求，導致中系客戶在供應量與合約條款的談判進度延宕。
- 原廠產能分化：大廠專注技術轉進與記憶體產能優化。部分廠商因平台放量延後，將產能轉回常規記憶體以提升短期獲利；其餘台系與中系廠則積極擴產、提升良率或爭取技術授權，以緩解特定型號的缺貨潮。
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: AI/HBM/Server , 平板電腦 , 智慧手機 , 筆記型電腦 , DRAM , AI/HBM/Server
