Specialty DRAM Price Jul. 2025

Last Modified

2025-07-31

Update Frequency

Monthly

Format

PDF

DDR4 market remains undersupplied, with low consumer DRAM fulfillment and sharp price hikes; near-term price strength will persist, but further increases will moderate as buyers adjust strategies and shift products.

Key Highlights

DDR4 supply-demand imbalance continues, with consumer DRAM order fulfillment lagging behind other sectors.
Suppliers maintain strong price hikes, contract prices soar while demand outpaces supply.
Some buyers turn to lower-density DDR4 options, pushing prices higher in related products.
DDR3 sees increased stocking and price rises, driven by concerns over DDR4 costs.
Suppliers shift capacity to advanced nodes for AI, further tightening DDR4 supply.
Buyers adjust sourcing strategies, considering DDR5 adoption or reducing DDR4 consumption to control costs.
The premium between spot and contract DDR4 prices has narrowed, indicating a more rational stocking environment.
DDR4 demand and prices are expected to remain high short-term, but as product mix shifts and demand eases, price increases will likely slow.