TrendForce: Global DRAM Module Revenue Reached $21.2bn in 2025 as CSP Demand Tightened Supply
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Global DRAM module revenue reached $21.2 billion in 2025, up 59% year on year, according to TrendForce. The firm attributes the acceleration partly to increased server-DRAM procurement by North American and Chinese cloud service providers (CSPs) in the second half for general-purpose compute infrastructure supporting AI agents.
- TrendForce estimates 2025 global DRAM module revenue at $21.2 billion, up 59% year on year.
- North American and Chinese CSPs increased server-DRAM procurement in the second half of 2025 for general-purpose AI-agent compute infrastructure.
- DDR5 became module manufacturers’ main product line in the second half of 2025.
- The five largest module suppliers represented 77% of market revenue; TrendForce places Kingston’s market share at 62%.
- Memory availability and pricing could become more consequential variables in server procurement and deployment planning.
TrendForce estimates that the global DRAM module market generated $21.2 billion in revenue in 2025, a 59% increase from the prior year. This represented a sharp acceleration from the 7% year-on-year revenue growth recorded in 2024.
According to the firm, CSPs in North America and China expanded purchases of server DRAM during the second half of 2025 to build general-purpose compute capacity for AI-agent workloads. TrendForce links this procurement increase to tighter availability of DRAM chips for PCs and consumer devices, contributing to higher DRAM prices. The source does not quantify CSP purchase volumes, price movements, supply shortfalls, or delivery lead times.
Module manufacturers benefited from both higher shipment volumes and higher pricing, while DDR5 became their principal product line in the second half of the year. For data-center infrastructure buyers, the trend highlights memory as a potential constraint in server deployment planning alongside more widely tracked AI components. Competition with CSP procurement could make server budgets and delivery schedules more sensitive to DRAM availability and pricing, particularly for DDR5 and RDIMM configurations.
Revenue concentration in the module market remains high. The five largest module suppliers accounted for 77% of global market revenue in 2025, while the nine largest accounted for 81%. TrendForce estimates Kingston held a 62% market share. Such concentration could increase the importance of leading suppliers’ purchasing capacity and inventory positions in determining market availability.
The figures describe module-manufacturer revenue rather than installed memory capacity or commissioned data-center capacity. The relationship between CSP purchasing, constrained consumer-market supply and rising prices is TrendForce’s assessment and is not independently substantiated here by supply-demand data.
The data indicate that AI infrastructure build-outs are affecting mainstream server-memory availability and pricing, not only accelerator supply. For data-center operators and server suppliers, greater CSP competition for DRAM could increase procurement costs and complicate planning for DDR5 and RDIMM deployments.
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