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3Q25 Memory Price Forecast

Last Modified

2025-06-30

Update Frequency

Aperiodically

Format

PDF

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>

Price Projections for Different Categories of DRAM Products, 1Q25-4Q25

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

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