Group 1 - The core viewpoint of the reports indicates that the Server DRAM contract prices are expected to rise significantly due to the expansion of data centers by global cloud service providers (CSPs) [1] - TrendForce has revised its forecast for the fourth quarter Conventional DRAM price increase from 8%-13% to 18%-23%, with potential for further upward adjustments [1] - The report anticipates a 4% year-over-year increase in Server shipments in 2026, driven by CSPs adopting high-performance computing architectures, which will increase DRAM capacity per server [1] Group 2 - The price gap between HBM3e and DDR5 is projected to narrow significantly by 2026, with DDR5 expected to outperform HBM3e in profitability starting in the first quarter of 2026 [2] - Due to competitive capacity between HBM3e and DDR5, suppliers may increase Server DDR5 supply to strengthen their profit base [2] - The pricing strategies and capacity allocation between DDR5 and HBM will be critical variables influencing the market direction in the near future [2]
机构：DRAM供应吃紧推高DDR5合约价
Zheng Quan Shi Bao Wang·2025-10-29 12:49