DRAM Contract Price Aug. 2025

Last Modified

2025-08-29

Update Frequency

Monthly

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PDF

3Q25 PC DRAM contract prices surged 8-13% quarterly, continuing upward in August. Cloud demand squeezed PC manufacturers' supply, driving increases. However, a projected 4Q25 PC market slowdown may temper future gains.

Key Highlights

3Q25 PC DRAM contract prices rose 8-13% quarterly, with August prices increasing.
Strong cloud demand significantly diverted DRAM supply from PC manufacturers, forcing price hikes, especially for the acutely constrained DDR4.
PC OEM shipments are forecast to grow in 3Q25 but decline in 4Q25, leading to reduced DRAM procurement and potentially tempering future price gains.
DDR5 prices saw a moderate quarterly rise, while DDR4 experienced a substantial increase due to severe shortages and supplier strategies.
DRAM spot prices began a gradual decline in August, reflecting inventory release and adjusted module orders.