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Server module prices rise as CSPs drive demand; DDR4 faces tight supply and price hikes, DDR5 prices lifted by high-capacity modules. However, demand growth is expected to slow in 2026, leading to a price downturn.
DDR4 market remains undersupplied, with low consumer DRAM fulfillment and sharp price hikes; near-term price strength will persist, but further increases will moderate as buyers adjust strategies and shift products.
Driven by both reduced supply and intensified price competition among suppliers, contract prices for LPDDR4X in 3Q25 have seen further significant increases. LPDDR5X prices have also risen, supported by market sentiment, though the magnitude of the increase has been comparatively moderate. However, such sharp price fluctuations have added to cost pressures, with the low-end smartphone market bearing the brunt of the impact. The upward trend in prices is expected to persist in the short term.
Contract pricing undecided; DDR4/LPDDR4x see stronger increases. DDR4 spot trading outpaces DDR5, with DDR5 prices declining. SK hynix benefits from AI and tariffs, DDR4 drives inventory down. HBM market competition and next-gen pricing dynamics will shape future price trends and supply-demand.
US policy shifts ease chip export bans, boosting AI server shipments growth; major tech firms expand AI data centers globally.
Recent DRAM contract talks stalled; DDR5 gains moderating, DDR4 spot stabilizing. Looking ahead, supply and demand growth will significantly slow. Elevated inventory and weak end-demand point to contract price pressure in the early part of next year.
Contract price rises are slowing, and spot market gains are limited. Suppliers are reducing LPDDR4X supply while mid-range smartphone demand remains strong, leading to panic buying. Although some production cuts may slow, the market trend is towards new-generation products.
This issue highlights server ODMs, CPUs, GPUs, and key changes in the thermal supply chain. AI servers are the focus, CSPs keep ordering, ODMs prep for new platforms, Meta and Google push in-house CPUs, with rising cooling needs. Geopolitical risks still impact the outlook.
MRDIMM addresses high-core CPU and AI needs, enhancing memory efficiency, but standards, cost, and support limit adoption.
The contract market focus shifts to the next quarter, with legacy products seeing clear price increases. Spot market transactions center on DDR4, with prices under pressure but no obvious oversupply. Inventory trends favor buyers, PC and module makers stock up, supply tightness persists for some items, while enterprise and smartphone inventories diverge.
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