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Tight Upstream Supply and Restocking Drive 2024 DRAM Module Revenue Growth of 7%

09/30/2025 | TrendForce
TrendForce reports that following the completion of inventory digestion in the downstream consumer market concluded at the end of Q4 2023, DRAM suppliers shifted focus towards HBM and server DDR5 products, leading to tighter supply for other DRAM types.

DRAM Prices to Continue Rising in 4Q25, Server Demand Surges Ahead While Legacy Process Products See Steeper Increases

09/24/2025 | TrendForce
TrendForce’s latest investigations reveal that the three major DRAM suppliers continue to allocate advanced process capacity primarily to high-end server DRAM and HBM, crowding out capacity for PC, mobile, and consumer applications.

2Q25 DRAM Revenue Jumps 17.1%, SK hynix Expands Market Share as Taiwanese Vendors Deliver Strong Growth

09/02/2025 | TrendForce
TrendForce’s latest investigations demonstrate that global DRAM industry revenue reached US$31.63 billion in the second quarter of 2025, up 17.1% QoQ.

DDR4, LPDDR4 Supply Tightens Sharply in 2H25 as Structural Shortage Drives Strong Price Surge

08/11/2025 | TrendForce
TrendForce’s latest findings reveal the DDR4 market is set to remain in a persistent state of undersupply and strong price growth through 2H25. Rigid server orders are crowding out supply for the PC and consumer markets, forcing PC OEMs to accelerate DDR5 adoption.

Transition Between DRAM Generations Drives Diverging 3Q25 Price Trends; Consumer DDR4 Prices Expected to Surge Over 40%

07/07/2025 | TrendForce
TrendForce’s latest findings show that the three major DRAM suppliers are shifting capacity toward high-end products and have begun announcing end-of-life (EOL) plans for PC and server-grade DDR4 and mobile LPDDR4X.
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