DRAM contract prices steadily rise, DDR4 tight supply drives migration to new-gen products. Micron outperforms, shifts to value-added focus.
PC DRAM contract prices in Q2 2025 continue to rise, with DDR4 outpacing DDR5 due to changing supply-demand dynamics. Reduced supply, early procurement, and increased Nanya participation all contribute to higher prices, with DDR4 surpassing DDR5 in Q3.
The DDR4 EOL notice sparked a buying spree, causing significant spot and contract price hikes, especially for DDR4 8/16Gb. Supply-demand imbalance persists with further contract price increases expected. Consumer DRAM faces shortages, while DDR3 remains price stable due to ample supply.
3Q25 memory prices rise above forecasts as supply tightens. DDR4 surges, new products rise moderately; NAND Flash up only in enterprise.
DDR4 prices rise due to EOL effects and buying demand, focusing on certain players. DDR5 sees slight growth from CSP order returns with steady pricing. AMD's server market penetration grows, benefiting high-speed DRAM and new processes, leading to greater profit potential for manufacturers.
North American CSPs & OEMs drive AI market growth; new Blackwell platform shipments will expand. China's market faces variables due to geopolitics affecting AI solution supply. Overall AI server shipments are expected to maintain double-digit growth.
Geopolitical risks and product EOL spur DRAM price hikes, DDR4 outpaces DDR5. Micron's tech and AI strength boost HBM, tighten supply.
This report analyzes the DRAM market, with limited growth expected for DDR5 in the contract segment and strong demand for DDR4 in the spot market, influenced by U.S. major manufacturers' supply agreements. NVIDIA's developments have become a focal point, with adjustments in supply chain and product forecasts, and there may be a gap between the actual shipments of RTX PRO 6000D and current market expectations.
Amazon is rapidly expanding its self-developed AI ASIC servers to bolster AWS's cloud AI training competitiveness. The new generation Trainium chips feature diversified designs catering to various training needs. On the NVIDIA platform, Delta leads as the main power supplier, advancing high-power AI server development.
DRAM contract prices keep rising. DDR5 and LPDDR5x remain stable, but DDR4 jumps amid supply strain and may stabilize. CXMT expands capacity, but future progress hinges on equipment and policy.
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