dram
OpenAI’s Stargate 900k DRAM wafers could hit 40% of global output — led by Samsung and SK hynix
Tight upstream supply and restocking drive 2024 DRAM module revenue growth of 7%
DRAM prices to continue rising in 4Q25, server demand surges ahead
Global semiconductor equipment billings increased 24% YoY in Q2 2025
2Q25 DRAM revenue jumps 17.1%; SK hynix expands market share as Taiwanese vendors deliver strong growth
DDR4 and LPDDR4 supply tightens sharply in 2H25 as structural shortage drives strong price surge
SK hynix adopts Infinitesima Metron 3D 300mm system for in-line process control
Transition between DRAM generations drives diverging 3Q25 price trends
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