下載報告
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2026年7月DRAM每月數據
發佈日期
2026-07-22
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
- 供給大幅上修：各原廠加速擴產，三星P4L、SK hynix Y1、Micron Tonglo廠陸續開出，CXMT與JHICC亦顯著提升中國本土供給。
- Server需求強勁：AI agentic落地帶動general server需求，Intel/AMD新平台發酵，LTA協議穩固記憶體料況，支撐兩年持續成長。
- 消費性市場承壓：smartphone與Notebook出貨下修，DRAM高價轉嫁終端導致換機意願低落，復甦動能有限。
- 價格結構分化：消費型DRAM價格漲幅明顯高於server產品，反映原廠產能挪移優先支援AI server，PC與消費端供給遭嚴重擠壓。
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 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: 26>
報告分類: AI/HBM/Server , 平板電腦 , 智慧手機 , 筆記型電腦 , DRAM , AI/HBM/Server
