Production continues to decrease and supply and demand are tightening, driving DRAM prices to rise for 4 months.
News reported on the 2nd that the price of DRAM used to store data on smartphones, PCs, and data center servers has continued to rise, mainly because the market expects that DRAM factories will suspend production or reduce index products, and the production has continued to decrease and the supply and demand constraints have not been eliminated.
The wholesale price of the indexed product DDR4 8Gb (block transaction price) in July 2025 is around US$4.28 per 4Gb product with smaller capacity is around US$3.26 per 4, both of which rose 4% from the previous month and are both rising in the fourth consecutive month. DRAM wholesale prices are finalized monthly or quarterly between memory manufacturers and customers.
Reported by reports, the impact of large DRAM manufacturers reducing supply continues. Samsung Electronics, SK Hynix and Micron in the United States are turning production into DDR4's next-generation products DDR5 and AI HBM (high-frequency wide memory) and Chinese manufacturer Changxin Cash Technology (CXMT) is also planning to gradually turn production into DDR5 and discontinued DDR4. 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 “some DRAM factories have orders of 8 times the factory’s capacity. And it seems that some DRAM factories are unable to respond to customers and ask questions about when they can provide them.”
report pointed out that the supply of the index product DDR4 is tight and the price has also affected other products. The wholesale price of the next-generation product DDR5 in July rose 1-2% compared with the previous month. Taiwan manufacturer related sources pointed out that this price trend seems to have spread to the previous generation of product DDR3.