The supply gap in consumer DRAM persists, keeping prices on a slight upward trend. However, as buyer cost tolerance reaches its limit, contract price growth is moderating. With suppliers locking in mo...
Although consumer demand is weakening due to cost pressures—causing spot prices to invert below contract prices—structural supply shortages persist as major manufacturers reallocate capacity toward hi...
Besides the mainstream product segments of the DRAM market, TrendForce’s research now encompasses specialty (consumer) DRAM products as well. Analyses in this area pertain to product development plans...
Strong server demand supports rising consumer DRAM contract prices. As major suppliers shift capacity to advanced nodes, mature processes face severe shortages, cascading pressure down generations. De...
Driven by AI infrastructure, major DRAM makers shift capacity to advanced nodes, tightening mature processes. To secure supply and control costs, brands downgrade to older generation consumer DRAM, sh...
Major manufacturers are shifting capacity to high-end chips, leaving mature niche DRAM severely undersupplied and reinforcing sellers' pricing dominance. To secure shipments amid high prices and...
As major manufacturers exit mature processes, the constrained supply of niche DRAM continues to drive contract prices upward in a seller-dominated market, with price hikes shifting toward mid-capacity...
Major suppliers' exit from mature nodes tightens niche memory supply, driving spillover demand. Capacity limits cause low-capacity products to lead price hikes. Taiwanese makers aggressively rais...
February consumer DRAM trading slowed due to the Lunar New Year, causing price gains to narrow. Despite buyers digesting inventory, structural shortages persist as main suppliers focus on advanced lin...
Supply tightness and shifts to high-end lines drove Consumer DRAM prices up in January. With PC and server demand squeezing capacity, analysts significantly raised Q1 forecasts, seeing no near-term co...
Driven by supply constraints from the shift to DDR5 and suppliers' reluctance to sell, DDR4 prices have surged. DDR3 prices followed suit due to reduced output. Strong spot market performance sug...
Surging server DRAM demand drives price hikes, consumer DRAM up over 20%. Rising costs pressure brands, 2026 shipments may drop.
CSP demand and panic buying are propelling DRAM price surges, creating a seller's market. Consumer DRAM supply tightens next year due to major manufacturer exits and capacity shifts, ensuring con...
Sep consumer DRAM contract price growth slowed. Looking ahead, strong CSP server demand displaces capacity, pushing 4Q25 consumer DRAM to double-digit hikes, with the rally extending into 1H26.
After sharp increases, DDR4 buyers resisted, slowing its rise and causing spot prices to fall. DDR3, due to capacity shifts and rising demand, became a new price focus. Panic buying eased, suggesting...
