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DRAM Market Bulletin - Oct. 22, 2025
Last Modified
2025-10-22
Update Frequency
Weekly
Format
Micron's capacity shift to high-margin products sharply boosted its quotes by limiting standard DRAM supply. SK hynix saw a milder rise. The spot market price increased due to strong demand and stock withholding, signaling tight supply.
Key Highlights
- Contract Market: Micron is pushing for a substantial PC DRAM price hike for 4Q24 contracts, a much stronger increase than proposed by SK hynix.
- Spot Market: Trading is active; DDR4 and DDR5 prices and volume saw significant growth as inventory holders hold back stock.
- Market Outlook: DRAM spot prices are surging due to capacity constraints and rising demand, signaling tight supply and a continued upward price trend.
Table of Contents
- Market Update
- TrendForce's View
- Respective Spot-Contract Price Differences of 8Gb DDR4 and 16Gb DDR5
<Total Pages: 2>
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