Institution: It is expected that the general DRAM prices will increase by 10% to 15% quarter-on-quarter in the third quarter.
On July 7, Jin10 data reported that according to TrendForce's investigation, the three major DRAM manufacturers are shifting their production capacity towards high-end products and have gradually announced that DDR4 for PC/Server and LPDDR4X for Mobile are entering the end of their product lifecycle (EOL). This has triggered the market to actively stock up on older generation products, coupled with the traditional peak season stocking momentum, which will push the price of conventional DRAM up by 10% to 15% in the third quarter of 2025. If HBM is included, the overall rise in DRAM prices will increase by 15% to 20% quarter-over-quarter. Currently, DDR4 is prioritized to meet Server demand, leading to limited supply for Consumer applications. Additionally, the scale of Consumer orders is relatively small, leaving buyers with little bargaining power. It is expected that the price of Consumer DDR4 will increase by 40% to 45% quarter-over-quarter in the third quarter.