Core Insights - The global DRAM market is projected to grow by 24.7% quarter-on-quarter in Q3 2025, reaching a size of $40.037 billion, while the NAND market is expected to grow by 16.8% to $18.422 billion, contributing to a total storage market size of $58.459 billion, marking a historical quarterly high [1] DRAM Market - Samsung has regained its position as the leading DRAM supplier with a market share of 34.8%, slightly surpassing SK Hynix, which holds a market share of 34.4% [1] - The increase in Samsung's market share is attributed to a significant rise in HBM bit shipments and DRAM price increases [1] NAND Market - The NAND market is also experiencing price increases due to a further decline in supplier inventory levels [1] - The overall storage market is expected to continue its upward trend, with Q4 projected to set new quarterly records [1]
三季度全球存储市场规模增至584.59亿美元 三星重返DRAM第一
Zheng Quan Shi Bao Wang·2025-11-17 04:07