DRAM Market Bulletin - Oct. 22, 2025

Last Modified

2025-10-22

Update Frequency

Weekly

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PDF

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.

Market Update
TrendForce's View
- Respective Spot-Contract Price Differences of 8Gb DDR4 and 16Gb DDR5

Respective Spot-Contract Price Differences of 8Gb DDR4 and 16Gb DDR5

Sector: Memory & Storage

Tag: DRAM PC Memory DDR4 DDR5 Contract Price Inventory Market Bulletin Production Capacity Revenue Spot Price Supply & Demand SK Hynix Micron

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DRAM Market Bulletin - Oct. 22, 2025

Key Highlights