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DRAM Market Bulletin - Sep. 10, 2025
Last Modified
2025-09-10
Update Frequency
Weekly
Format
4Q25 Server and Smartphone DRAM contract prices are rising. TrendForce will upgrade 2026 server and DRAM demand forecasts due to AI expansion and sovereign AI, anticipating higher bit growth and narrower H1 price decline, though HBM3e faces pressure.
Key Highlights
- Contract Market: 4Q25 Server DRAM prices are rising due to strong demand. Smartphone LPDDR4x and LPDDR5x prices also increase from reduced supply and seasonal factors.
- Spot Market: DDR4 quotes rise but buyer acceptance is low, limiting volume. DDR5 activity remains quiet.
- TrendForce Outlook:
- 2026 server market growth is robust, driven by AI expansion (training to inference) and sovereign AI.
- TrendForce will revise up 2026 server and DRAM demand forecasts, projecting higher bit growth and narrower H1 price declines.
- Price pressure in 2026 mainly on HBM3e; general DRAM price drops are limited.
Table of Contents
- Market Update
- TrendForce’s View
- 2026 Projections: Server and AI Server Shipments, High-Density RDIMM Penetration
<Total Pages: 2>
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