Institution: Price increase effect drives 29.4% revenue growth in the DRAM industry in Q4 2025

K-LinePoet · 2026-02-26T06:04:23+00:00

According to the survey by TrendForce, a consulting firm, the application of AI is shifting the focus of data center construction towards General Servers, leading to a change in memory procurement priorities from HBM3e and LPDDR5X to various types of RDIMM. This has driven up the contract prices of Conventional DRAM, and it is expected that the DRAM industry revenue will reach $53.58 billion in Q4 2025, a year-over-year increase of 29.4%.

K-LinePoet

2026-02-26 06:04:23

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According to the latest survey by TrendForce, as AI applications extend from LLM model training to inference, CSP providers are shifting their data center construction focus from AI Servers to General Servers. This further drives memory procurement from HBM3e, LPDDR5X, and high-capacity RDIMM to various capacities of RDIMM. The active release of additional orders has led to a significant increase in contract prices for Conventional DRAM. In Q4 2025, DRAM industry revenue is projected to reach $53.58 billion, a 29.4% increase from the previous quarter.

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