➀ Tariffs have encouraged US memory buyers to get their orders in Q1, reducing inventories; 
➁ DRAM prices expected to fall 0-5% QoQ in Q2, with HBM pricing to rise 3-8% due to HBM3e shipments; 
➂ Samsung's HBM qualification progress slower than expected, but no significant capacity shift back to DRAM; 
➃ SK hynix focusing on server and mobile DRAM, limiting PC DDR5 supply; 
➄ DDR4 prices weak due to consumer demand and capacity expansion, with PC DRAM prices expected to remain flat QoQ in Q2; 
➅ Server DRAM demand driven by top North American CSPs and AI server investment in China, with DDR5 prices expected to stabilise in Q2; 
➆ Mobile DRAM demand improved, with LPDDR4X supply ample but prices expected to decline modestly; 
➇ GDDR7 demand from next-gen graphics cards, with prices expected to hold flat or slightly down due to tight supply; 
➈ GDDR6 prices expected to decline 3-8%, with suppliers bundling to stabilise pricing and clear inventory; 
➉ Consumer DRAM seeing more aggressive purchasing, with DDR4 contract prices expected to rise 0-5% in 2Q25, and DDR3 prices likely to remain flat.