As Chinese manufacturers expect to disperse the index product DDR4 and product shortage, it has pushed DRAM prices to double in one month.
News reported on the 5th that the price of DRAM used to store data on smartphones, PCs, and data center servers has increased and doubled, mainly because the market expects that Chinese manufacturer Changxin Cash Technology (CXMT) will be committed to supplying next-generation products (DDR5) and gradually ending the production of standard type products (DDR4), pushing up prices. DRAM wholesale prices (block transaction prices) are finalized monthly or quarterly between memory manufacturers and customers.
In June 2025, the wholesale price of the indexed product DDR4 8Gb is around US$4.12 per 4Gb product with a smaller capacity is around US$3.14 per 4Gb product, both of which are twice the level of the previous month (US$2.06, US$1.57) and are both rising in the third consecutive month, among which the price of 4Gb product reached a new high since July 2021. The electronic product store pointed out that "the prices of both products doubled in one month, which is the first time in history." It is reported that the price in July has further increased by a percentage of the year.
According to reports, South Korea's Samsung Electronics, SK Hynix and US Micron are the three largest DRAM manufacturers in the world. The three major manufacturers are turning their production to DDR4's next-generation products DDR5 and AI HBM (high-frequency wide memory). Because DDR4 production is expected to decrease, it has pushed DRAM prices to rise since early spring. At the same time, CXMT has been released to gradually shift production to DDR5 and discontinued DDR4, causing DDR4 shortage to dissipate. In addition to the three major manufacturers and Chinese manufacturers, only a few other companies can supply DDR4, including Nanyake, Taiwan. The electronic product merchant’s responsible person pointed out that “CXMT will also be suspended, which will surprise people and cause market turmoil.”
The report pointed out that the rush to purchase due to the continued shortage of buyers, which also allowed the debate to move forward in a direction that was beneficial to sellers. Another electronic product merchants department said, "In order to ensure sufficient quantity, they can only buy at the price offered by the seller."