提供有關DRAM產業每家公司晶圓的投入，產量，技術節點等完整的分析。

重點摘要

• 供給成長但缺貨難解，廠商以最大化產出為首要
• 提升先進製程比重以支援高階與新世代產品
• 三星擴張先進產能並提高先進節點比重
• 海力士仰賴韓國廠推進先進節點，部分產能供應高頻記憶體
• 美光以產線效率提升產出並領先先進節點量產
• 南亞與華邦強化舊規格產出以填補缺口
• 長鑫聚焦HBM與新節點轉進；晉華穩步擴產服務消費級市場
• 力晶維持成熟製程為主，生產穩定

目錄

• Index
• DRAM Makers' Capex
• DRAM Makers' Yearly DRAM Revenue
• DRAM Makers' Quarterly Revenue Ranking
• DRAM Makers' Capacity Breakdown by Brand
• DRAM Makers' Capacity Breakdown by Fab
• DRAM Makers' Output by Fab
• DRAM Makers' Output by Brand
• Samsung DRAM Fabs' Capacity/Output by Design Rule
• SK hynix DRAM Fabs' Capacity/Output by Design Rule
• Micron DRAM Fabs' Capacity/Output by Design Rule
• PSMC DRAM Fabs' Capacity/Output by Design Rule
• Nanya DRAM Fabs' Capacity/Output by Design Rule
• Winbond DRAM Fabs' Capacity/Output by Design Rule
• JHICC DRAM Fabs' Capacity/Output by Design Rule
• CXMT DRAM Fabs' Capacity/Output by Design Rule
• Technology Breakdown by Company
• DRAM Makers' Production Output Breakdown by Density
• Density Production Output Breakdown by DRAM Maker
• DRAM Makers' Production Output by Type
• Samsung DRAM Production Output by Type
• SK hynix DRAM Production Output by Type
• Micron DRAM Production Output by Type
• Nanya DRAM Production Output by Type
• PSMC DRAM Production Output by Type
• Winbond DRAM Production Output by Type
• JHICC DRAM Production Output by Type
• CXMT DRAM Production Output by Type
• Spot and Contract Prices Forecast by Quarter

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