The global module market surged to $21.2 billion in revenue in 2025, marking a massive 59% year-over-year increase. This growth follows a modest 7% rate in 2024, driven by North American and Chinese CSPs ramping up server DRAM orders in the second half.
maintained its dominance with a 62% market share and 48% revenue growth. ADATA followed in second with an 82% rise, while Ramaxel, Kimtigo, and Team Group rounded out the top five. The top nine makers now represent 81% of the total global market revenue.
The shift to as the primary product line in late 2025 fueled significant gains for specialized firms. Patriot Memory saw an 89% revenue jump, while Innodisk and Apacer recorded increases of 132% and 96%, respectively, as the industry consolidated further.