DRAM Market Bulletin - Sep. 17, 2025

Last Modified

2025-09-17

Update Frequency

Weekly

Format

PDF

Cloud demand tightens memory supply, boosting contract prices. Spot market is soft, yet prices rise. A slight shortage supports prices, but outlook is cautious due to policy shifts.

Key Highlights

Contract Market: CSPs' procurement tightens memory supply, thus DRAM suppliers delaying quotes and pushing server DRAM prices higher.
Spot Market: Consumer demand is subdued; DDR4 prices rise but transactions are limited. Strong CSP demand implies an upward price trend.
TrendForce View: 2026 server builds will boost demand, creating a slight undersupply and supporting prices. Suppliers prioritize tech upgrades.
Supply/Demand Outlook: Server demand drives overall growth; smartphone and notebook outlooks are flat or conservative. 1H26 prices are supported, but 2H26 faces caution due to policy uncertainty.