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PC DDR4 Prices to Further Speed Up in Increment during 3Q25 as Bargaining Power Leans Towards Suppliers

Last Modified

2025-06-04

Update Frequency

Aperiodically

Format

PDF

TrendForce reports that suppliers are phasing out DDR4 and prioritizing the more profitable server market, leading to a continued tightening of PC DDR4 supply. Consequently, PC OEMs have been aggressively securing orders since June to ensure inventory, adopting a more open stance in price negotiations. This has led to an upward trend in Q3 contract prices and a clear shift in bargaining power towards suppliers. Uncertainty surrounding US tariff policies is also fueling short-term stocking behavior, further intensifying upward price pressure and rapidly narrowing the price gap between DDR4 and DDR5.

＜Total Pages：5＞

Sector: Memory & Storage Semiconductors

Tag: DRAM PC Memory DDR4 Competitive Landscape Contract Price Policy & Regulation Pricing Trends Supply Chain Bottleneck Supply & Demand Bargaining Power Trade War

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Selected Topics-TF-0072_PC DDR4 Prices to Further Speed Up in Increment during 3Q25 as Bargaining Power Leans Towards Suppliers

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