[News] Taiwan’s DRAM Supplier Nanya Tech Reportedly Pauses DDR4 Spot Price Quotations Amid Tight Inventory

With leading memory makers like Samsung and Micron winding down DDR4 production and prices surging, Taiwan’s major supplier Nanya Technology has reportedly paused price quotes, signaling tightening supply and growing demand, according to Economic Daily News.

Industry sources further explain that the pause in quotations is mainly happening in the spot market, while in the contract market, suppliers are holding back inventory and steadily pushing prices higher.

TrendForce’s latest investigations find that DDR4 contract prices for servers and PCs are expected to rise more sharply in the second quarter of 2025 due to two key factors: major DRAM suppliers scaling back DDR4 production and buyers accelerating procurement ahead of U.S. tariff changes. As a result, server DDR4 contract prices are forecast to rise by 18–23% QoQ, while PC DDR4 prices are projected to increase by 13–18%—both surpassing earlier estimates.

Another Taiwanese DDR4 supplier, Winbond, is also likely to follow suit, the report adds.

Implications of Price Quote Suspension

As Commercial Times previously reported, Samsung, under pressure from Chinese competitors, is phasing out its 1z nm 8Gb LPDDR4, with production ending in April and final orders due by June. IT Home also noted that Micron has confirmed issuing EOL notices for both DDR4 and LPDDR4 products.

According to Economic Daily News, reports that major memory makers—including a leading Chinese manufacturer—are halting DDR4 production have sparked panic across the supply chain, prompting OEMs and industrial PC brands to rush to build inventories. Prices rose sharply, but as supply tightened further, DRAM makers struggled to set new prices and have largely suspended quotations, the report notes.

Industry sources told Economic Daily News that in cyclical markets like panels and memory, suspending price quotes often happens when demand far exceeds supply. This move can heighten expectations of bigger price hikes and speed up buying, pushing prices even higher, as highlighted by the report.

On the other hand, it can be a tactic to control shipment timing, creating a short-term “pricing gap” that delays deals while aiming for better prices later, Economic Daily News notes.

Looking ahead, this trend may continue into Q3. TrendForce forecasts server DDR4 contract prices will rise 8–13% QoQ, while PC DDR4 prices could jump 18–23%.

Read more

• [News] Micron Confirms DDR4 Phase-Out with EOL Notices; Reportedly Hints at Price Hikes Ahead
• [News] Micron Rumored to Hike DDR4 Prices by 50% as Samsung Runs Out Early; Industry Says Pricing in Chaos
• [News] Samsung Reportedly Hikes DRAM Prices on Pre-Tariff Stockpiling, DDR4 up 20%

(Photo credit: Nanya Technology)