Conventional DRAM prices are expected to decline by 0–5 percent QoQ in Q2, while overall DRAM pricing, including HBM, is forecast to rise by 3–8 percent, driven by HBM3e 12hi shipments, TrendForce said.
PC DRAM prices are expected to remain flat as major OEMs increase production to deplete inventories, while server DRAM demand is supported by increased procurement from North American CSPs and AI investment in China. DDR5 supply remains tight due to transitions from DDR4, with DDR5 prices stabilizing and DDR4 declines smaller than expected.
Mobile DRAM demand has improved with China’s smartphone subsidies and rising high-end shipments. LPDDR5X remains undersupplied, supporting a projected 0–5 percent QoQ price increase. Graphics DRAM sees limited price declines, with GDDR7 demand from next-gen GPUs and GDDR6 supported by AI applications.
Consumer DRAM demand is recovering due to infrastructure rollouts, with DDR4 contract prices projected to rise 0–5 percent in Q2. DDR3 prices will likely remain flat despite procurement activity, as previous overstock continues to weigh on the market.
InfotechLead.com News Desk
