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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

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Aperiodically

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Overview

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＞

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

Overview

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

Overview

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Analysis on Impact of US Tariffs and Export Controls on China’s Semiconductor Industry in 2025

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

NVIDIA Posted 73% YoY Growth in Data Center Revenue for FY1Q26; Company Is Expected to Significantly Ramp Up Production of GB200 Rack After 2Q25 and Will Launch MGX RTX PRO to Meet Edge AI Demands

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