DRAM Contract Price Dec. 2025

Last Modified

2025-12-31

Update Frequency

Monthly

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PDF

PC DRAM contract prices surged significantly in late 2025. Manufacturers prioritized strategic clients due to tight capacity, raising costs for OEMs relying on modules. Anticipated hikes boosted demand. With a solidified seller's market, price growth is expected to accelerate further next quarter.

Key Highlights

Surging Price Trends: Both contract and spot prices rose significantly, with growth widening and expected to accelerate further in the upcoming quarter.
Strategic Supply Chain: Manufacturers prioritized strategic clients with good records for long-term agreements. Some cut off specific clients, forcing them to rely on higher-priced modules, increasing their cost burdens.
Polarized Demand & Inventory: Anticipated cost hikes drove early stocking by OEMs, but inventory levels diverged significantly based on procurement capabilities between Tier-1 and Tier-2 OEMs.
Market Structure Shift: As memory costs rise within the BOM, manufacturers hold strong bargaining power in a seller's market, despite potential risks of downgraded consumer demand.