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[Selected Topics] Mobile DRAM May See Early Rebound in Contract Prices as Growing Demand of LPDDR5X Ascends Market Sentiment

Last Modified

2025-03-11

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Overview

TrendForce reports that due to the continuous growth in demand for LPDDR5X, coupled with supply failing to meet demand, prices for this type of mobile DRAM may rebound earlier than expected. In contrast, LPDDR4X has benefited from CXMT’s capacity expansion, successfully bridging the supply gap caused by production cuts from Korean and American manufacturers, thus maintaining relatively stable prices. Overall, the duration of this cycle of rising mobile DRAM prices will depend on the future performance of server demand and the strategic planning of DRAM suppliers in their product mixes.

＜Total Pages：5＞

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[Selected Topics] Mobile DRAM May See Early Rebound in Contract Prices as Growing Demand of LPDDR5X Ascends Market Sentiment

Overview

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USD $199

[Selected Topics] Mobile DRAM May See Early Rebound in Contract Prices as Growing Demand of LPDDR5X Ascends Market Sentiment

Overview

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[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

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[Selected Topics] Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

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[Selected Topics] Trump’s Tariffs to Impact US Smartphone Market and Prompt Supply Chains to Expedite Corresponding Adjustments

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