On February 26th, according to the latest survey by TrendForce, as AI applications expand from LLM model training to the inference phase, cloud service providers (CSPs) are shifting their data center construction focus from AI servers to general-purpose servers. This transition has broadened the focus of memory procurement from HBM3e, LPDDR5X, and high-capacity RDIMMs to include all-capacity RDIMM products, leading to a significant increase in additional orders and driving a substantial rise in traditional DRAM contract prices. Data shows that DRAM industry revenue reached US$53.58 billion in Q4 2025, representing a 29.4% quarter-over-quarter increase.
