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Specialty DRAM Price Nov. 2025

Last Modified

2025-11-28

Update Frequency

Monthly

Format

PDF

Surging server DRAM demand drives price hikes, consumer DRAM up over 20%. Rising costs pressure brands, 2026 shipments may drop.

Key Highlights

Server-side DRAM demand soars, causing strong Nov. price hikes and supply shortages; main suppliers sharply raise quotes, CSPs accept higher prices.
Consumer DRAM follows, rising over 20% monthly; both DDR4 and DDR3 surge, with Taiwan manufacturers shifting capacity for profit, tightening DDR3 supply.
Inventory cost pressure grows, challenging consumer brands; memory prices remain bullish into 2026, brands may raise end-product prices or cut low-margin output.
TrendForce forecasts lower shipment and output of terminals like laptops and smartphones next year, with yearly declines over two percent and potential for further downward revision.

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Category: DRAM

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