NuAxiSemiconductor trade intelligence
(PR) DRAM Module Revenue Surged 59% YoY in 2025 as Crowding-Out Effect Constrained Chip Supply and Drove Prices Higher
What happened
Global DRAM module revenue reached $21.2 billion in 2025, surging 59% year-over-year. This growth was driven by rising prices and concentrated shipments in the second half, fueled by tariff-driven inventory buildup and DDR4 end-of-life plans. Bullish signal for DRAM pricing and supply constraints.
Impact and signal
High impactImpact score: 90/100
Affected components and suppliers
DRAM ModuleDDR4
TrendForceDRAM module makers
price-hikerevenue-growthinventory-buildupeol
Source and time
Source: TechPowerUp · 9/22/2026 · View original source
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