TrendForce´s latest investigations show that global dram industry revenue increased 17.1% quarter over quarter in the second quarter of 2025, with the headline revenue figure not stated in the article. The report attributes the improvement to rising contract prices for conventional dram, robust shipment growth across product segments and expanding hbm volumes. Inventory digestion at dram suppliers accelerated during the quarter as procurement momentum strengthened from pc oems, smartphone makers and csps, which helped push contract prices for most products back into positive territory.
SK hynix posted bit shipments above its internal targets in 2Q25, according to the article. The company saw a higher share of lower-priced ddr4 shipments, which limited growth in average selling prices, but overall revenue surged 25.8% quarter over quarter to Not stated. That performance increased SK hynix´s market share to 38.7%, securing the top market position for the quarter. The article does not provide further line-item financials or absolute revenue values beyond the percentage changes and market share figure.
The quarter´s recovery appears to have been driven by a combination of improved demand and inventory digestion at suppliers, rather than by a single product category. Expanding hbm volumes provided an additional growth vector while conventional dram contract prices recovered as customers replenished inventories. The article emphasizes industrywide momentum returning in 2Q25 but does not supply a breakdown of results for other vendors or a complete set of dollar-denominated revenue figures, leaving some company-level details not stated.
