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DRAM Market Bulletin - Dec. 31, 2025
Last Modified
2025-12-31
Update Frequency
Weekly
Format
Led by Samsung, DRAM contract prices are rising significantly, driven primarily by Server DRAM. The spot market remains strong despite year-end factors, with DDR4 supply tightening. Suppliers hold leverage with low inventory, while most buyers—except for top-tier brands—face declining stocks and severe procurement challenges, highlighting a polarized supply shortage.
Key Highlights
- Contract Market: Negotiations for the upcoming quarter have begun with aggressive pricing led by Samsung. Server DRAM is driving the hike, with increases expected to exceed the previous quarter as buyers and sellers seek consensus.
- Spot Market: The uptrend persists despite year-end inventory checks. DDR4 prices are outperforming DDR5 due to rapidly declining supply and confirmed EOL plans.
- Inventory & Supply: Suppliers maintain low inventory and strict output control. Buyer inventory is polarized: hyperscalers, Tier-1 PC and smartphone brands hold steady stocks, whereas module houses and enterprise server OEMs face declining inventory and severe shortages due to supply constraints.
Table of Contents
- Market Update
- TrendForce’s View
- Inventory Levels of DRAM Suppliers and Clients in Major Application Segments
<Total Pages: 3>
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