[News] Nanya Technology Predicts 1H 2025 DRAM Rebound, Cites Chinese Oversupply as Main Cause of Prolonged Downturn

According to Economic Daily News, the DRAM market is expected to rebound in the first half of 2025, as noted by Pei-Ing Lee, President of DRAM manufacturer Nanya Technology. Lee stated on the 26th that demand is gradually recovering in key application markets, including AI PCs, AI smartphones, and consumer electronics.

Lee further noted that advancements in AI robotics, AI servers, and edge AI computing are poised to provide additional momentum for the DRAM market, as highlighted in the report.

Major memory suppliers are ramping up production of HBM and high-density DDR5, Lee pointed out. Also, Lee mentioned that cloud service providers are making significant investments in AI servers, driving demand for server DRAM. At the same time, procurement of general-purpose servers is also increasing, as the report indicates.

Nanya Technology’s DRAM Product Roadmap

The company plans to launch a newly revised 16Gb DDR5 6400 in the first half of 2025, with the next-generation LPDDR4 scheduled for release in the second half of the year, followed by LPDDR5 in 2026, according to the report.

As noted in the report, Nanya Technology aims to achieve a quarterly turnaround from loss to profit in 2025. The company has also made significant progress in self-developed technology, with its 1b DRAM gaining traction. By 2025, 1b DRAM products are projected to account for over 30% of the company’s total bit output, as the report highlights.

China’s Expansion in the DRAM Market

In response to China’s DRAM manufacturers, whose production capacity far exceeds that of Nanya Technology, Lee remarked that without China’s additional supply, the DRAM market would have already recovered, as the report underscores.

Notably, a report from MyDrivers points out that China’s CXMT has made notable strides in DDR5 production, with its yield rate reportedly reaching 80%.

According to TrendForce, when considering factors such as capacity, production quality, and actual market impact, the combined market share of all Chinese memory players could surge to 10% in 2025, doubling from 5% last year.

Read more

• [News] Chinese Memory Makers, Led by CXMT, Advance in the DRAM Market, Challenging Samsung, SK Hynix, and Micron
• [News] Decoding CXMT: DDR5 Breakthroughs and What’s Next

(Photo credit: Nanya Technology)