研究報告

報告介紹

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

• 供給面：2025年DRAM產出增速小幅上修，主因備貨及DDR4需求帶動，2026年增幅明顯放緩，AI及HBM產能增長減緩，中國製造廠擴產轉向先進製程。
• 需求面：受關稅及備貨影響，2025年需求續增，2026年因消費力降低及國際不確定性，需求成長放緩。伺服器成長主力為AI應用，手機及NB市場成長動能有限，僅商用NB穩定支撐。
• 採購/價格：成交主力依然集中於DDR4，短線現貨價格震盪，預期2026年因庫存上升及需求轉弱，價格壓力加大，下半年有明顯回調風險。
• 主要廠商動向：三星、SK海力士、美光皆聚焦於高階製程與HBM；南亞、華邦、力積電、長鑫等中國台灣廠商則調整產出及產品重心以因應市場需求。

目錄

1. Index
2. DRAM Market Forecast
3. DRAM Makers' Revenue
4. DRAM Makers Quarterly Revenue Ranking
5. DRAM Operating Margin By Each Vendors
6. DRAM Makers' Capex
7. DRAM Worldwide 12" Quarterly Wafer Starts
8. DRAM Makers' Fab Capacity breakdown by Brand
9. DRAM Makers' Fab Capacity breakdown by Fab
10. DRAM Worldwide Monthly Production Summary
11. DRAM Worldwide Monthly Production breakdown by Type
12. DRAM Worldwide Monthly Production breakdown by Region
13. DRAM Worldwide Process Ratio by quarter
14. Technology breakdown by Company
15. DRAM Makers' Quarterly Production Output breakdown by Density
16. Worldwide Monthly Desktop shipment
17. Worldwide Monthly Notebook shipment
18. Worldwide Monthly PC shipment
19. Worldwide Quarterly Server & Workstation Shipment
20. Worldwide Quarterly Graphics Shipment
21. Worldwide Quarterly Handset Production Volume
22. DRAM Content Per Box in DT, NB
23. DRAM Supply v.s. Demand Sufficiency
24. DRAM Spot and Contract Prices Forecast by Month
25. Worldwide DRAM Production Forecast
26. DRAM Cost Structure Update
27. DRAM Supply and Demand Model

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