DRAM Contract Price Sep. 2025

Last Modified

2025-09-30

Update Frequency

Monthly

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PDF

2025 DRAM contract prices are rising. Manufacturers prioritize strong server demand, tightening PC DRAM supply. OEMs may adjust procurement strategies to counter future price hikes.

Key Highlights

2025 DRAM contract prices are increasing, driven by:
- Price Momentum: PC DRAM contract prices are rising, with 3Q25 already seeing hikes and 4Q25 projected to increase further. Spot and component prices are also trending upward.
- Supply Reallocation: Manufacturers are prioritizing advanced capacity for robust server demand (CSPs, HBM), significantly tightening PC DRAM availability.
- OEM Strategic Procurement: Low PC OEM inventories and anticipation of future tightness may lead OEMs to increase 4Q25 procurement to build stock against further price surges.