💰DRAM Prices Surge 59.5% Q2, Expected 13-18% Q3
Your next PC will cost more, guaranteed
TL;DR
DRAM contract prices are forecast to grow 13-18% in Q3, following a 59.5% Q2 surge. This means higher costs for PCs and smartphones, with corporate buyers extending refresh cycles to avoid the price hikes.
DRAM contract prices are forecast to grow 13-18% in Q3, following a 59.5% Q2 surge, driving industry revenue to $154.73 billion. This price increase is already hitting PC buyers, with European PC shipments set to decline sharply. Corporate buyers are extending refresh cycles, and second-tier manufacturers are meeting demand for mature-process products. The high-end focus on AI and server DRAM by major players like Samsung, SK hynix, and Micron means tighter supplies and higher costs for consumer devices. Supplier inventories remain at historic lows, and prices are expected to climb more slowly but remain tight for the foreseeable future.
Key Points
DRAM contract prices grew 59.5% Q2, driving industry revenue to $154.73 billion.
Trend Force forecasts 13-18% Q3 growth, with PC shipments declining 6.4% year-on-year in Q3.
Corporate buyers are extending refresh cycles to avoid price hikes, with inventories at historic lows.
Second-tier manufacturers like Nanya, Winbond, and PSMC are meeting demand for mature-process products.
Major players like Samsung, SK hynix, and Micron are focusing on high-end products for the AI market.
Why It Matters
If you're in the market for a new PC or smartphone, expect higher prices due to rising DRAM costs. Corporate buyers are extending refresh cycles, and second-tier manufacturers are meeting demand for mature-process products like DDR4 and DDR3. The focus on high-end AI and server DRAM means tighter supplies and higher costs for consumer devices.
Frequently Asked Questions
Why does this matter?
If you're in the market for a new PC or smartphone, expect higher prices due to rising DRAM costs. Corporate buyers are extending refresh cycles, and second-tier manufacturers are meeting demand for mature-process products like DDR4 and DDR3. The focus on high-end AI and server DRAM means tighter supplies and higher costs for consumer devices.
What happened?
DRAM contract prices are forecast to grow 13-18% in Q3, following a 59.5% Q2 surge. This means higher costs for PCs and smartphones, with corporate buyers extending refresh cycles to avoid the price hikes.
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