Mobile DRAM Contract Price 4Q25

Last Modified

2025-11-04

Update Frequency

Quarterly

Format

PDF

4Q25 mobile DRAM contract prices have risen sharply due to tight supply-demand and competitive bidding among chipmakers, with smartphone applications seeing particularly large increases. This upward trend is expected to continue into 2026. The recent steep DRAM price rises may force up retail prices of end products and weigh on demand.

Key Highlights

4Q25 mobile DRAM contract prices are facing another round of upward adjustments due to supply tightness and competition among chipmakers.
Supplier bidding has amplified the price increases—especially after some chipmakers paused quoting, the price gains for smartphone applications widened significantly.
Overall DRAM market tightness is expected to persist, prompting applications to pay premiums to secure supply.
This upward momentum is expected to continue into the next quarter.
The recent sharp rise in DRAM prices risks pushing up consumer-product prices and dampening purchasing demand.

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