3Q25 Memory Price Forecast
Last Modified
2025-06-30
Update Frequency
Aperiodically
Format
3Q25 memory prices rise above forecasts as supply tightens. DDR4 surges, new products rise moderately; NAND Flash up only in enterprise.
Key Highlights
- DRAM prices jump as suppliers shift to high-end production; legacy DDR4 faces shortage and panic buying, outpacing newer types.
- NAND Flash price growth slows; consumer demand softens, but enterprise SSD demand is strong due to AI and data center build-out.
- Suppliers cut legacy output and focus on profitable segments, driving price divergence between product generations.
- Seasonal stocking, tariff avoidance, AI-related demand, and inventory restocking together sustain stable demand.
- Memory price increases span most applications, with upstream control pushing overall Q3 prices above expectations, especially for DDR4.
Table of Contents
- DRAM Prices Will Surge in 3Q25 Due to Peak-Season Stocking, Tariff Avoidance, Demand from AI Platforms, Inventory Replenishment, and Tightening Supply During Transition Between Product Generations
- Price Projections for Different Categories of DRAM Products, 1Q25-4Q25
- Consumer NAND Flash Products to Subside in Price Hikes during 3Q25 as Effects of China’s National Subsidy and US Tariff Buffer Period Fade
- Price Projections of Different Categories of NAND Flash Products, 1Q25-4Q25
<Total Pages: 13>

Category: DRAM , NAND Flash , AI Server/HBM/Server
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