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Strong CSP demand is driving server DRAM prices significantly higher, with 4Q25 increases revised upwards. CSPs are proactively securing 2027 supply, incentivizing manufacturers to boost capacity, signaling a sustained upward price trend.
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.
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 continued price increases.
AI servers lead growth; cloud build-outs lift ODMs/thermal. AMD ramps; TPU up; shift to L2L cooling. Supply chain heat-up end to end.
Supply bottlenecks and migration curb NAND output; enterprise SSD crowds out eMMC/UFS, lifting prices into next year.
Tariffs and policy changes kept early demand cautious, but cloud expansion and AI investment have lifted memory demand and pricing, tightening DRAM supply. The DDR5 uptrend is established, with profitability likely to surpass HBM3e; vendors’ capacity allocation and pricing strategies will reshape the market landscape.
Micron's capacity shift to high-margin products sharply boosted its quotes by limiting standard DRAM supply. SK hynix saw a milder rise. The spot market price increased due to strong demand and stock withholding, signaling tight supply.
Global AI server market stays strong as major cloud providers expand infrastructure and platforms; GPU and self-developed ASIC demand rises amid regional dynamics.
Contract DRAM prices are expected to surge significantly, with Micron leading. Spot market sellers are holding back due to strong outlook, causing DDR4 scarcity and DDR5 price hikes. AI's evolution from training-centric HBM to agent-driven CPU and conventional server DRAM demands will broadly boost the memory market.
TrendForce forecasts a structural memory price hike by 2026. Strong AI server demand and profit-first supplier strategies lead to capacity shifting towards high-margin applications, driving widespread DRAM and NAND Flash price increases, despite weak consumer demand.
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