Specialty DRAM Price Oct. 2025

Last Modified

2025-10-31

Update Frequency

Monthly

Format

PDF

CSP demand and panic buying are propelling DRAM price surges, creating a seller's market. Consumer DRAM supply tightens next year due to major manufacturer exits and capacity shifts, ensuring continued price increases.

Key Highlights

CSP and AI demand are driving significant upward revisions across all DRAM product prices.
Customer panic buying has widened supply-demand gaps, establishing a seller's market for DRAM.
DDR4 and DDR3 contract prices are rising notably due to increased demand and capacity reallocation.
Looking ahead, major manufacturer exits from consumer DRAM and delayed new capacity will lead to a significant supply tightening next year.
Brands are considering Long-Term Agreements, which are expected to sustain upward pressure on next year's contract prices.