DRAM Contract Price Nov. 2025

Last Modified

2025-11-28

Update Frequency

Monthly

Format

PDF

PC DRAM contract prices surged in 4Q25 due to tight supply and OEM restocking. DDR4 and DDR5 module prices keep rising, driving up PC prices and potentially dampening sales.

Key Highlights

4Q25 PC DRAM contract prices jumped as suppliers prioritize server clients, leaving PC OEMs with flat or reduced allocations, leading them to seek modules from manufacturers
DDR4/DDR5 average module prices surged in November, particularly DDR4; the price gap over DDR5 widened
Major suppliers adopted rapid agreement strategies, pushing prices up quickly and reflecting spot and supply tightness
Annual supply growth lags behind demand, OEMs must deplete their inventory, and DRAM cost as a share of notebook BOM rises
Cost pressure leads to higher PC prices, impacting low-end laptop sales; 2026 notebook shipment outlook revised downward
Both supply and demand sides expect further increases, with spot and contract prices rising and no near-term supply relief