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Specialty DRAM Price Sep. 2025
Last Modified
2025-09-30
Update Frequency
Monthly
Format
Sep consumer DRAM contract price growth slowed. Looking ahead, strong CSP server demand displaces capacity, pushing 4Q25 consumer DRAM to double-digit hikes, with the rally extending into 1H26.
Key Highlights
- Sep consumer DRAM contract price growth slowed due to buyer caution.
- Suppliers prioritized server DDR5/LPDDR5X, limiting consumer DRAM.
- Some DDR4 still rose; DDR3/other DDR4 flat from client resistance.
- Strong CSP server demand is displacing general DRAM capacity.
- 4Q25 consumer DRAM prices now projected for double-digit increases.
- This upward trend is expected into 1H26.
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Category: DRAM
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