PC DRAM contract prices surged in 4Q25 due to tight supply and OEM restocking. DDR4 and DDR5 module prices keep rising, driving up PC prices and potentially dampening sales.
This report notes AI investment drives cloud and server demand as CSPs and OEMs expand capex and deployment, with in-house chips advancing.
Driven by tight original manufacturer supply and aggressive PC OEM procurement, 4Q25 PC DRAM contract prices are projected to rise 25-30%, with spot prices also surging.
2025 DRAM contract prices are rising. Manufacturers prioritize strong server demand, tightening PC DRAM supply. OEMs may adjust procurement strategies to counter future price hikes.
2Q25 DRAM revenue grew notably from price and shipment increases. 3Q25 momentum is expected to continue, with accelerating price hikes. US CSPs show robust demand but slightly elevated inventory. Smar...
3Q25 PC DRAM contract prices surged 8-13% quarterly, continuing upward in August. Cloud demand squeezed PC manufacturers'; supply, driving increases. However, a projected 4Q25 PC market slowdown may t...
PC DRAM contract prices rose this quarter, with DDR4 increasing more than DDR5. Tight supply, strong Nanya output, and overall price consolidation are observed, with DDR4 showing higher prices on lowe...
TrendForce has revised up its server shipment forecast for 2025 to nearly 7% YoY growth, driven by CSPs' expansion of cloud data centers and AI demand. North American CSPs are increasing...
1. Server Market: Review of 1Q23 and 2Q23 2. Developments of Server OEMs and Cloud Service Providers (CSPs) 3. OEMs’ and CSPs’ Relations with Taiwan ODMs 4. Key Server Market Topics and Trends 5....
The release of new-gen server CPUs Intel Sapphire Rapids and AMD Genoa in 4Q22 has led to continuous discussion in CXL...
