SUPPLY

世界DRAM供給

メーカー別bit出荷をEBに統一し、シェアの変化を追跡します。

Wu Zihao · 2026.07

2026

39.85 EB

2027

45.12 EB

年間bit成長

+13.2%

企業	2025	2026E	2027E	2028E	シェア 2027
Samsung	12.1 EB	13.1 EB	14.9 EB	17.1 EB	33%
SK hynix	10.1 EB	12.5 EB	14.25 EB	16.35 EB	31.6%
Micron	6.8 EB	8.05 EB	9.4 EB	11.4 EB	20.8%
CXMT	2.75 EB	3.65 EB	3.9 EB	5.4 EB	8.6%
福建晋華 / SwaySure	0.65 EB	0.7 EB	0.75 EB	1.3 EB	1.7%
台湾系・その他	1.4 EB	1.85 EB	1.92 EB	2.1 EB	4.3%

SUPPLY / DEMAND

もう一面：供給は需要に追いつくか

2025

世界DRAM供給33.8 EB

需要センター33.4 EB

Gap-0.40 EB

2026E

世界DRAM供給39.85 EB

需要センター39.85 EB

Gap0.00 EB

2027E

世界DRAM供給45.12 EB

需要センター47.41 EB

Gap2.29 EB

2028E

世界DRAM供給53.65 EB

需要センター53.1 EB

Gap-0.55 EB