DRAM Contract Price Jul. 2025

Last Modified

2025-07-31

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Monthly

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PC DRAM contract prices rose this quarter, with DDR4 increasing more than DDR5. Tight supply, strong Nanya output, and overall price consolidation are observed, with DDR4 showing higher prices on lower volume.

Key Highlights

PC DRAM contract prices for Q3 increased, with DDR4 rising more sharply than DDR5; DDR4 shows strong price performance.
Some suppliers and PC OEMs finalized contracts in July; further negotiations set for August.
Strong OEM demand, boosted by consumer promotions and US tariff grace period, resulted in increased shipments and procurement.
Server demand limits supply for PC OEMs, leading to DDR4 scenario with higher price but lower volume.
Part of DDR4 supply was contracted early in June; OEMs adopt alternative sources to secure supply.
Nanya (Nanya Tech) aggressively expands 20nm DDR4 production, significantly pushing up market prices.
DDR5 contract prices also up moderately, but OEMs are cautious about further increases; prices currently consolidating at high level.
Spot prices for DRAM stabilized after a rise, with tight supply and limited transaction volume in the market.

Preview cover of the research report “DRAM Contract Price Jul. 2025”