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[Selected Topics] QoQ 8.0% & YoY 84.4% in 4Q24 Server DRAM Revenue under Incessant Demand for DDR5

Last Modified

2025-03-07

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Aperiodically

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PDF

Overview

TrendForce reports that server DRAM revenue grew by 8.0% QoQ and 84.4% YoY in 4Q24, driven by continued growth in DDR5 shipments and prices. While overall bit shipments saw a slight increase, individual supplier performance varied. Micron saw significant revenue growth due to aggressive shipments of DDR5 and HBM products. Looking ahead to 2025, AI server demand will continue to grow, but CSPs' slower transition to advanced processes may limit the supply of certain products.

＜Total Pages：7＞

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