Institution: In the fourth quarter of 2025, the revenue of the DRAM industry was $53.8 billion, an increase of 29.4% from the previous quarter.

According to the latest survey by TrendForce, as AI applications have extended from LLM model training to reasoning, the focus of CSPs' data center construction has shifted from AI Server to General Server, further driving the focus of memory procurement from HBM3e, LPDDR5X, and large-capacity RDIMM to various capacities of RDIMM. This has actively released additional orders, driving the contract price of Conventional DRAM to increase significantly. The revenue of the DRAM industry in the fourth quarter of 2025 is expected to be $53.8 billion, an increase of 29.4% from the previous quarter.