Research Reports

USD

18,000

Download Report

DRAM Market Bulletin - Sep. 24, 2025

Last Modified

2025-09-24

Update Frequency

Weekly

Format

PDF

Tight DRAM supply fuels rising contract/spot prices. Low supplier inventory driven by strong US CSP demand. Client stock levels vary, but continued price hikes are expected.

Key Highlights

Contract & Spot Markets: Tight DRAM supply fuels significant price hikes; 4Q25 contract prices are projected to rise over 10% QoQ, with spot prices (DDR4 strong) also climbing.
Supplier Inventory: Major suppliers' inventories are declining, driven by robust US CSP demand, ensuring no high-risk levels and further reductions in 4Q25.
Client Inventory Overview: PC OEMs' stock is slightly down but may actively procure in 4Q25. Hyperscalers show strong demand for high-capacity modules. Enterprise Server OEMs remain conservative. Smartphone LPDDR4X is critically low, and LPDDR5X supply is constrained.

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 Mobile Memory PC Memory DDR4 Hyperscaler Contract Price CSP Inventory Market Bulletin Production Capacity Revenue Spot Price Supply & Demand

Spotlight Report

DRAM Market BulletinRelated Reports

DRAM Market Bulletin - Oct. 7, 2026

2026/10/07

DRAM

PDF

DRAM Market Bulletin - Sep. 30, 2026

2026/09/30

DRAM

PDF

DRAM Market Bulletin - Sep. 23, 2026

2026/09/23

DRAM

PDF

DRAM Market Bulletin - Sep. 16, 2026

2026/09/16

DRAM

PDF

DRAM Market Bulletin - Sep. 9, 2026

2026/09/09

DRAM

PDF

DRAM Market Bulletin - Sep. 2, 2026

2026/09/02

DRAM

PDF

Download Report

Sign in and Download Report

USD

18,000

Membership

DRAM Market Bulletin

Spotlight Report