DRAM Industry Eyes Further Gains as AI Boom Drives Record Quarter

Dow Jones
昨天

0724 GMT - Memory makers are poised for another quarter of gains, though growth is expected to cool as customers push back against further price increases, according to TrendForce. Global DRAM revenue surged 59.5% quarter-on-quarter to $154.7 billion in 2Q, the research firm says, as booming AI server demand and tight supply drove prices higher. TrendForce expects DRAM prices to rise another 13% to 18% this quarter, albeit at a slower pace. Samsung retained the top spot, while SK Hynix and Micron benefited from strong demand for AI-related products. Smaller suppliers also posted sharp revenue growth as shortages persisted in older-generation memory chips, it adds.

 

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