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DRAM Market Bulletin - Jul. 23, 2025
Last Modified
2025-07-23
Update Frequency
Weekly
Format
Recent DRAM contract talks stalled; DDR5 gains moderating, DDR4 spot stabilizing. Looking ahead, supply and demand growth will significantly slow. Elevated inventory and weak end-demand point to contract price pressure in the early part of next year.
Key Highlights
- Market Update:
- DRAM contract price negotiations are stalled; DDR5 gains are moderating due to a major manufacturer's inventory.
- DDR4 spot prices stabilized and saw increased trading volume following price hikes from Korean suppliers; DDR5 spot lost momentum.
- Outlook for the Coming Year:
- Supply growth will significantly decelerate as HBM capacity expansion slows and a Chinese manufacturer shifts focus to advanced products.
- Demand momentum will substantially weaken due to tariffs impacting consumer replacement intent and businesses becoming conservative on capital expenditures.
- Overall, elevated inventories from pre-stocking, combined with declining end-user demand, suggest weakening purchasing power and increased likelihood of contract price declines in the first half of the year.
Table of Contents
- Market Update
- TrendForce's View
- DRAM Industry – Supply Bit Growth, Demand Bit Growth, and YoY Change in Revenue, 2023-2026
<Total Pages: 2>
Category: DRAM
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