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2026年4月DRAM每月數據
發佈日期
2026-04-16
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
- 供給與價格：大廠加速先進製程轉進，雖產量漸增，但供需持續偏緊，合約價維持強勢上行趨勢，賣方掌握報價主導權。
- 需求現況：市場呈分化，伺服器訂單穩健，但手機與筆電因消費型產品，受到記憶體等物料成本大增，終端買氣未明，品牌廠轉趨保守並下修出貨目標。
- 供應商動態：全球大廠皆積極擴展無塵室或優化製程。國際原廠將產能集中於高附加價值產品；區域型與利基型廠商則受惠於產品線交替，積極承接成熟製程轉單以填補缺口。
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/HBM/Server , AI/HBM/Server
