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2026年1月DRAM每月數據
發佈日期
2026-01-15
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
- 供給與價格： 因應伺服器缺貨，原廠優化良率使產出小幅上修，營收與合約價預期將顯著成長，買賣雙方議價持續中。
- 終端需求： 市場呈現兩極化，AI與一般伺服器出貨展望樂觀；然記憶體漲價壓縮獲利空間，迫使筆電與手機生產目標下調。
- 廠商動態： 三大廠主攻先進製程以滿足HBM與DDR5需求；台廠受惠於大廠退出DDR4之轉單效應；中系廠雖持續擴產，但實質產出貢獻將遞延至新廠完工後。
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: DRAM , 筆記型電腦 , 智慧手機 , 平板電腦 , AI Server/HBM/Server , AI Server/HBM/Server
