Server DIMM Price Oct. 2025

Last Modified

2025-10-31

Update Frequency

Monthly

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Strong CSP demand is driving server DRAM prices significantly higher, with 4Q25 increases revised upwards. CSPs are proactively securing 2027 supply, incentivizing manufacturers to boost capacity, signaling a sustained upward price trend.

Key Highlights

Demand Drives Price Surge: Robust, continuous demand from CSPs empowers manufacturers with strong bargaining power, pushing server DRAM contract prices significantly higher.
4Q25 Price Hike Revised Up: The 4Q25 quarterly price increase forecast has been substantially revised upwards to 28-33%, exceeding initial estimates and reflecting tight supply.
Long-Term Supply Negotiations: CSPs have initiated 2027 long-term supply agreement (LTA) discussions to secure future AI computing demand and encourage manufacturers to expand capacity.
CSPs Accept Higher Prices: CSPs show no strong resistance to price increases, demonstrating confidence in cloud service opportunities and willingness to incentivize capacity expansion.
Sustained Price Appreciation: Prices are projected to continue rising throughout 2026, with potential for further upward revisions in subsequent forecasts.