Server DIMM Price Sep. 2025

Last Modified

2025-09-30

Update Frequency

Monthly

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PDF

Sept 2025 server DRAM contract prices surged due to persistent CSP demand, with DDR5/DDR4 increasing. 8000MT/s modules will see accelerated adoption. Strong 2026 demand and tight supply are set to extend price increases.

Key Highlights

Continued Price Ascent: Server DRAM contract prices in Sept 2025 continued to rise due to CSPs' persistent additional demand, with DDR5 and DDR4 prices moving upward.
Module Specification Evolution: The premium for 6400MT/s modules has converged, while 8000MT/s modules are poised for accelerated adoption due to Intel and AMD platform strategies, expected to become mainstream by 2027.
Robust 2026 Demand Outlook: CSPs project strong 2026 annual procurement demand, with bit growth generally exceeding twenty percent, leading to some over-booking.
Intensified Supply Tightness: Beyond RDIMM, NVIDIA's robust demand for LPDDR5X and HBM4 is creating multiple demands on manufacturers' capacity, exacerbating supply tension.
Extended Price Hikes: Price increases for DDR5 and DDR4 are anticipated to continue into 4Q25, with the upward trend extending into 2026. Manufacturers may consider NCNR clauses to manage risks.