TrendForce: DDR4 is expected to remain in short supply in the short term

Zhitong
2025.07.07 08:48

According to the latest survey by TrendForce, as the three major DRAM manufacturers shift their production capacity towards high-end products and gradually announce the end of the product lifecycle for DDR4 used in PCs and servers, as well as LPDDR4X used in mobile phones, the market is actively stocking up on older generation products. Coupled with the traditional peak season stocking momentum, this will drive a 10% to 15% quarter-on-quarter increase in general DRAM prices in the third quarter of 2025. If HBM is included, the overall DRAM increase will be 15% to 20% quarter-on-quarter. In the short term, DDR4 is still expected to be in short supply, with consumer-grade DDR4 prices expected to rise by 40% to 45% in the third quarter. In contrast, the price increase for the new generation DDR5 products, which have concentrated production capacity, is relatively moderate in the third quarter, leading to a market pattern of price differentiation between new and old product generations

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