DRAM Market Bulletin - Jun. 11, 2025

Last Modified

2025-06-11

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Weekly

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PDF

DRAM contract prices keep rising. DDR5 and LPDDR5x remain stable, but DDR4 jumps amid supply strain and may stabilize. CXMT expands capacity, but future progress hinges on equipment and policy.

Key Highlights

Recently, DRAM contract prices have continued climbing, with DDR5 and LPDDR5x remaining main growth drivers.
DDR4 prices surged above DDR5 due to tight supply but are expected to stabilize.
China's CXMT, despite US sanctions, presses forward with expansion plans to address domestic AI and DDR5 demand. The feasibility of future capacity increases depends on domestic equipment progress and policy approval. CXMT is also advancing high-end HBM technology development.

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CXMT’s Strategy – Main Aspects, Targets, and Factors Affecting Progress

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DRAM Market Bulletin - Jun. 11, 2025

Key Highlights