Institutions: Contract prices rose rapidly, DRAM industry revenue increased by 81% quarter-on-quarter in the first quarter
The DRAM industry experienced an 81% revenue increase in the first quarter, reaching $97 billion, driven by a significant 93-98% rise in contract prices. This surge is attributed to expanding AI applications, which are shifting demand from specialized memory like HBM3e and LPDDR5X to a broader range of RDIMM products for both AI servers and general-purpose servers. Additionally, a subsidiary of Xinyuanwei received a government subsidy of 35.22 million yuan. AI
IMPACT Accelerated demand for various DRAM products, including RDIMMs, is driven by the expansion of AI applications into inference and general server needs.