India, Sept. 5 -- TrendForce's latest investigations demonstrate that global DRAM industry revenue reached US$31.63 billion in the second quarter of 2025, up 17.1% QoQ. This growth was fueled by rising contract prices for conventional DRAM, robust shipments growth, and expanding HBM volumes. Inventory digestion at DRAM suppliers accelerated with stronger procurement momentum from PC OEMs, smartphone makers, and CSPs, driving contract prices for most products back into positive territory.

SK hynix posted bit shipments above its targets in 2Q25. However, the higher share of lower-priced DDR4 shipments limited ASP growth. Even so, revenue surged 25.8% QoQ to $12.23 billion, boosting market share to 38.7% and securing the top spot once again...