下載報告
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2026年2月DRAM每月數據
發佈日期
2026-02-12
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： 產出預估上修。Micron積極建廠與併購，陸廠提升良率滿足內需，韓廠專注HBM與DDR5先進製程。
- 需求端： 整體展望下修。CSP擴大AI投資帶動伺服器需求，惟記憶體成本飆升嚴重侵蝕中低階消費電子獲利，導致NB與手機出貨縮減。
- 市場與價格： PC DRAM漲勢確立，其餘應用議價延滯至節後；市場仍處於缺貨與觀望並存的狀態。
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
