Server DIMM Price Jun. 2025

Last Modified

2025-06-30

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Monthly

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DDR4 prices rise due to EOL effects and buying demand, focusing on certain players. DDR5 sees slight growth from CSP order returns with steady pricing. AMD's server market penetration grows, benefiting high-speed DRAM and new processes, leading to greater profit potential for manufacturers.

Key Highlights

DDR4 prices increase driven by EOL (End of Life) announcements and stockpiling, while trading is focused on specific companies; no widespread procurement surge observed.
The DDR5 segment remains steady, with minor growth from CSP (Cloud Service Providers) like ByteDance and Google replenishing orders, keeping prices stable.
Market sentiment remains cautious amid economic uncertainty and new US tariff policies; end-user enterprises and OEMs are adjusting deployment and stock strategies.
Major shift in CSP platforms, with AMD server solutions gaining traction, particularly the new Turin platform, driving up market share.
AMD leverages core and channel spec advantages to challenge Intel, although CSP adoption is careful, considering supply chain readiness.
New platforms boost high-speed DRAM needs, prompting faster adoption of advanced DRAM processes; this is expected to improve manufacturers' profitability.