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[Selected Topics] DRAM Bit Out Will Continue to Rise in 2025, with Market Situations Diverge Across Different Product Types and Applications

Last Modified

2024-10-30

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Aperiodically

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PDF

Overview

TrendForce forecasts a 25% YoY growth in DRAM bit output in 2025, with diverging market conditions across different product types and applications. HBM demand remains strong, leading to tight supply; DDR5 and LPDDR5X show a relatively healthy supply-demand balance; while DDR4 and LPDDR4X face oversupply pressure and increased risk of price declines. Chinese suppliers' capacity expansion primarily impacts the domestic market, with limited impact on the global market. DRAM suppliers need to carefully plan capacity and optimize product mix to ensure profitability.

＜Total Pages：6＞

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