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DRAM Market Bulletin - Aug. 20, 2025

Last Modified

2025-08-20

Update Frequency

Weekly

Format

PDF

DRAM contract prices rise in late August, spot market slows, suppliers’ inventory down, and market dynamics diverge by segment.

Key Highlights

DRAM contract prices keep rising, with higher gains for DDR4/LPDDR4x than DDR5/LPDDR5x.
Spot market momentum weakens; DDR5/DDR4 prices dip slightly but remain firm overall.
Major suppliers' inventories fall; SK hynix and Micron firmer in pricing than Samsung.
PC OEMs see slower procurement and inventory drops, with a conservative outlook.
Module houses maintain inventory, struggle to restock due to tight DDR4 supply.
US hyperscalers actively buy DRAM, inventory climbs; China CSPs stock up for AI and storage needs.
Enterprise server brands keep inventories flat, expect further declines.
Smartphone makers' DRAM demand subdued, inventories stable, LPDDR4x tight.

Table of Contents

Market Update
TrendForce's View
- Inventory Levels of DRAM Suppliers and Clients in Major Application Segments

<Total Pages: 3>

Inventory Levels of DRAM Suppliers and Clients in Major Application Segments

Sector: Memory & Storage

Tag: Server Memory LPDDR DRAM PC Memory DDR4 DDR5 Hyperscaler Contract Price CSP Inventory Market Bulletin Production Capacity Revenue Spot Price Supply & Demand

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