Research Reports

Research Reports

Specialty DRAM Price Jun. 2025

Last Modified

2025-06-30

Update Frequency

Monthly

Format

PDF

Overview

The DDR4 EOL notice sparked a buying spree, causing significant spot and contract price hikes, especially for DDR4 8/16Gb. Supply-demand imbalance persists with further contract price increases expected. Consumer DRAM faces shortages, while DDR3 remains price stable due to ample supply.

Key Highlights

DDR4 EOL announcement prompted aggressive inventory buildup and buying activity among customers.
Spot prices for DDR4 8/16Gb surged sharply within three months, surpassing expectations.
Original manufacturers cannot fully meet demand, leading buyers to seek inventory on the spot market.
Consumer DRAM contract prices rose significantly due to tight supply.
DDR4 contract prices rose over 20% in a month, with further upward momentum expected.
DDR3 prices remain stable since supply remains high and some demand has shifted to DDR4.
For the upcoming quarter, continued supply reduction from major suppliers and insufficient capacity transition will keep supply tight.
Server market is prioritized for supply; consumer sector has less bargaining power, so DDR4 contract price increases are projected to be most significant in Q3 2025.