Core Viewpoint - The global DRAM industry revenue exceeded $28 billion in Q4 2024, marking a 9.9% quarter-over-quarter growth, driven by rising contract prices for Server DDR5 and concentrated shipments of HBM products [1] Group 1: Industry Overview - The average selling prices for most application products have reversed and declined, with the exception of increased procurement of high-capacity Server DDR5 by US CSPs, which supported the continued price increase of Server DRAM [1] - In Q1 2025, a seasonal decline in overall shipments is expected, with DRAM suppliers likely to reduce production capacity for DDR4 and some HBM products, leading to a forecasted drop in contract prices for general DRAM and combined HBM products [1] Group 2: Company Performance - Samsung reported a revenue increase of 5.1% to $11.25 billion in Q4 2024, maintaining its leading market share at 39.3%, despite a slight decline [2] - SK hynix's revenue rose 16.9% to $10.46 billion in Q4 2024, with a market share increase to 36.6%, reflecting strong HBM3e shipment growth [3] - Micron's revenue increased by 10.8% to $6.4 billion, with stable market share, driven by growth in Server DRAM and HBM3e shipments [3] - Other DRAM manufacturers, such as Nanya and Winbond, experienced revenue declines due to weakened consumer demand, with Nanya's revenue down 19.3% to $203 million and Winbond's down 22.4% to $119 million [3]