下載報告
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2025年12月DRAM每月數據
發佈日期
2025-12-16
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
- 供給端： 產能規劃底定導致成長受限，設備交期延長推遲擴產效益。大廠積極轉攻高獲利DDR5與HBM產品線，導致DDR4等成熟製程出現轉單效應，部分台廠與陸廠因此受惠。
- 需求端： 北美CSP持續擴建AI基礎設施，帶動一般伺服器與高階記憶體採購動能；反觀智慧型手機與筆電因記憶體價格飆漲面臨成本壓力，恐採調價或規格下修因應，前景轉趨保守。
- 市場展望： 買賣雙方庫存水位偏低，加上伺服器需求不減，供應商對合約價格態度強硬，預期價格將持續上揚，市場關注點已轉向長期產能擴張計畫。
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
