2Q25 DRAM investment increased by 17.1% in the quarter, SK Hynix s market share expanded and Taiwan s growth force was strong.

TrendForce said that in the second quarter of 2025, DRAM industry increased significantly due to the increase in contract prices of general DRAM (conventional DRAM) and the expansion of HBM shipment specifications, the overall revenue was US$31.63 billion, with a quarterly growth of 17.1%. Average sales order price (ASP) can increase temperature with the purchase of PC OEM, smartphone, and CSP operators, accelerating the inventory of DRAM, and the contract prices of most products have also stopped falling and falling.

Observed the revenue performance of major suppliers in the second quarter, SK hynix's cell shipment volume was better than the target plan, but due to the increase in the proportion of relatively low-priced DDR4 shipments, the overall ASP growth rate was suppressed, and the revenue was close to US$12.23 billion, a quarterly increase of 25.8%, and the market share rose to 38.7%, ranking first in the joint venture.

Samsung, ranked second, saw a slight increase in sales and cell shipments in the second quarter, with a slight increase in sales and cell shipments, reaching 13.7%, reaching 10.35 billion US dollars, and its market share fell slightly to 32.7%. Micron's shipments showed a quarterly increase, with ASP decreasing quarterly due to the increase in DDR4 shipments, with revenue of US$6.95 billion, a quarterly increase of 5.7%, and the market share fell to 22%, ranking third.

Taiwanese manufacturers all achieved significant growth in the second quarter, mainly because their mature process products gradually moved into markets that could not be met after the top three major businessmen changed their processes. Among them, Nanya benefited from the extreme supplement of PC OEM and consumer customers, and shipments increased significantly in the second quarter. After the effect of ASP decline, its revenue continued to grow by 56%, rising to around US$340 million.

Winbond shipments also showed signs of quarterly growth, with ASP flat, quarterly growth of 24.9% in the second quarter to $180 million. The calculation of PSMC is mainly based on its own consumer DRAM products, which does not include DRAM OEM. With the customer's extremely expensive replenishment, its revenue increased by 86.4% in the quarter and grew to US$20 million. If the OEM part is added, the PSMC business will be reduced by 2.9% in the quarterly purchase period because the customer can recover from the temperature.