Institution: It is expected that the general DRAM prices will increase by 10% to 15% quarter-on-quarter in the third quarter.

Jin10 data July 7 - According to a TrendForce report, as the three major DRAM manufacturers shift their production capacity towards high-end products and successively announce the end of life (EOL) for PC/Server DDR4 and Mobile LPDDR4X, the market is actively stocking up on old-generation products. Coupled with the traditional peak season stocking momentum, this will drive a 10% to 15% quarter-on-quarter increase in the price of Conventional DRAM in the third quarter of 2025. If HBM is included, the overall DRAM increase will be 15% to 20% quarter-on-quarter. Currently, DDR4 is prioritized to meet Server demands, resulting in limited supply for Consumer applications. Additionally, the scale of Consumer orders is relatively small, leading to a lack of bargaining power for buyers. It is expected that Consumer DDR4 prices will rise by 40% to 45% quarter-on-quarter in the third quarter. In contrast, the price increase for the new generation DDR5 products, which have concentrated production capacity, is relatively moderate, showing a market pattern of price differentiation between new and old product generations.