Core Insights - The global DRAM market is projected to grow by 20% quarter-on-quarter in Q2 2025, reaching a record high of $32.101 billion, driven by increasing demand for high-value DRAM such as HBM3E and high-capacity DDR5, alongside rising prices and demand for traditional DDR4/LPDDR4X due to EOL notifications from manufacturers [1] Industry Summary - The long-term growth of the DRAM market is strongly supported by demand from AI and cloud computing, with global and Chinese markets expected to exceed $1.5 trillion and 415 billion RMB respectively by 2030 [1] - Key technological trends include the penetration of HBM and DDR5, as well as innovations in 3D architecture [1] - National industrial support policies, tax incentives, and subsidies are fostering the development of domestic DRAM companies, while supply chain security considerations are encouraging end manufacturers to adopt a "domestic + international" dual-source supply strategy, providing opportunities for local firms to gradually increase their market share [1]
DRAM市场规模创历史季度新高，价格与需求快速攀升双重驱动
Sou Hu Cai Jing·2025-08-19 00:38