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2025年11月DRAM每月數據
發佈日期
2025-11-17
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
- DRAM市場因伺服器與AI需求強勁，供給成長受限，導致嚴重供不應求。
- DRAM價格預計從今年末至明年持續大幅上揚，具再度上修可能。
- 主要供應商積極上修明年產出規劃，透過增投片、加速製程與優化效率。
- 伺服器出貨量因AI佈建而顯著上修，為主要需求動能。
- 消費性產品（筆電、智慧手機）因記憶體價格飆升造成成本壓力，明年出貨恐面臨下修。
- 各DRAM廠因應市場變化，調整投片與產品重心，如三星聚焦DDR五/HBM四，南亞則受惠於DDR四停產轉單。
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
