Group 1 - The core viewpoint of the article highlights the tightening supply of DRAM, which is driving up the contract prices for DDR5, with expectations that profits in 2026 may surpass those of HBM3e [2] - According to TrendForce's latest survey, the contract price for Server DRAM is expected to rise significantly in Q4 2025 due to increased demand from global cloud service providers (CSPs), leading to an overall increase in DRAM prices [2][3] - The revised forecast for Conventional DRAM prices has been adjusted from an initial increase of 8-13% to a new range of 18-23%, indicating a strong upward trend [3] Group 2 - The AI Server industry analysis by TrendForce indicates that demand from CSPs and sovereign clouds will remain robust in 2026, with global AI server shipments expected to grow by over 20% annually, increasing their share of the overall server market to 17% [6] Group 3 - The competition in the IT OLED panel market is intensifying, with significant investments in the 8.6-generation OLED production lines from various manufacturers, including Samsung Display and Chinese firms like BOE and TCL CSOT [9]
每周观察 | DRAM供应吃紧推高DDR5合约价；预估2026年AI服务器出货将年增逾20%；IT OLED面板大世代竞争升温
TrendForce集邦·2025-10-31 04:08