Research Reports

Research Reports

DRAM Contract Price Jun. 2025

Last Modified

2025-06-30

Update Frequency

Monthly

Format

PDF

Overview

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.

Key Highlights

PC DRAM contract prices rise in Q2, with DDR4 increasing more than DDR5.
Supply reduction, early stockpiling, and booming CPU sales fuel DDR4 price gains.
By Q3, resources shift to advanced processes, pushing DDR4 contract prices above DDR5.
PC OEMs adjust DDR4/DDR5 procurement, seeking stable DDR4 supplies.
SK hynix is more flexible on DDR4 supply, while Samsung and Micron focus on process upgrades.
In the spot market, industrial demand drives DDR4 prices up, and more Nanya supply raises overall prices.
DDR5 chip prices stay high, reflecting continued tight supply.