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DRAM Market Bulletin - Jul. 30, 2025
Last Modified
2025-07-30
Update Frequency
Weekly
Format
Contract pricing undecided; DDR4/LPDDR4x see stronger increases. DDR4 spot trading outpaces DDR5, with DDR5 prices declining. SK hynix benefits from AI and tariffs, DDR4 drives inventory down. HBM market competition and next-gen pricing dynamics will shape future price trends and supply-demand.
Key Highlights
- Contract Market: Contract prices to be finalized in August; DDR4/LPDDR4x show stronger gains than DDR5.
- Spot Market: DDR4 trading remains active but demand eases; DDR5 prices continue softening, signaling upcoming contract price trend.
- SK hynix Results: 2Q25 shipments driven by AI/tariff demand, strong DDR4 momentum, and inventory reduction.
- Outlook: 3Q25 demand stable, OEM inventory low, DDR4 supply to become selective; EOL process progressing.
- HBM Market: 2Q25 HBM3e shipments as planned; 2026 HBM contracts still under negotiation, HBM4 pricing targets healthy profitability rather than excess premiums.
- Industry Trend: Server DDR5 inventory pressure rising; potential DRAM price decline ahead. Samsung HBM certification progress supports future average price; TrendForce will keep tracking demand-supply and price movements.
Table of Contents
- Market Update
- TrendForce's View
- SK hynix's DRAM Operating Profit Margins from 1Q24 to 2Q25
<Total Pages: 3>
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