Transition between DRAM Generations Drives Diverging 3Q25 Price Trends; Consumer DDR4 Prices Expected to Surge Over 40%
TrendForce's latest findings show that the three major DRAM suppliers are shifting capacity toward high-end products and have begun announcing end-of-life (EOL) plans for PC and server-grade DDR4 and mobile LPDDR4X. This has triggered aggressive restocking of legacy-generation products, further fueled by traditional peak-season demand. Consequently, average contact prices for conventional DRAM are projected to rise by 10% to 15% in 3Q25. Including HBM, overall DRAM prices are expected to increase by 15% to 20%.
TrendForce notes that DDR4 demand remains strong in 3Q25, and suppliers are aiming to raise prices more aggressively. As Taiwanese manufacturers currently lack the capacity and product specifications to fully meet market needs, DDR4 supply is expected to remain tight in the short term. Moreover, DDR4 output is being prioritized for server applications, leaving limited availability for consumer-grade user.
TrendForce notes that DDR4 demand remains strong in 3Q25, and suppliers are aiming to raise prices more aggressively. As Taiwanese manufacturers currently lack the capacity and product specifications to fully meet market needs, DDR4 supply is expected to remain tight in the short term. Moreover, DDR4 output is being prioritized for server applications, leaving limited availability for consumer-grade user.