India, Nov. 28 -- TrendForce's latest research shows that significant increases in conventional DRAM contract prices, higher bit shipments, and growing HBM volumes drove the global DRAM industry revenue to US$41.4 billion in 3Q25, marking a strong 30.9% QoQ growth.

Looking ahead to Q4 2025, DRAM suppliers' inventories are almost depleted, and growth in bit shipments will decrease substantially. Regarding pricing, CSPs continue to be relatively flexible with procurement costs, which causes other applications to also increase their prices to secure supply.

Consequently, contract prices for both advanced and legacy nodes, as well as across all major applications, are anticipated to increase rapidly. TrendForce predicts that conventional DR...