DRAM Contract Price Oct. 2025

Last Modified

2025-10-31

Update Frequency

Monthly

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PDF

Driven by tight original manufacturer supply and aggressive PC OEM procurement, 4Q25 PC DRAM contract prices are projected to rise 25-30%, with spot prices also surging.

Key Highlights

4Q25 PC DRAM contract prices are revised up to a 25-30% increase, with some early deals already closed at 20-25%.
PC OEMs are actively procuring to preempt future price hikes, increasing inventory levels and securing bit supply.
Original manufacturer supply for PC DRAM is constrained by strong data center demand and allocation uncertainties, leading to tight availability.
Major manufacturers employ diverse pricing strategies: SK hynix quickly settled, Samsung seeks higher increases, while Micron extends negotiations.
Both component spot prices and module contract prices have surged, reflecting the market consensus of tightening original manufacturer supply.