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PC DRAM prices are forecasted to soar as major DRAM manufacturers shift their focus to server DDR5 RAM production. This change is impacting the supply of PC, mobile, and consumer DRAM, leading to price increases for both DDR4 and DDR5.
According to TrendForce, the three main DRAM producers—Samsung, SK Hynix, and Micron—are prioritizing server DRAM and High Bandwidth Memory (HBM) production. This shift is squeezing the supply of PC-related DRAM, pushing prices higher. As a result, conventional DRAM prices are expected to increase by 8-13% quarter-over-quarter in Q4 2025. Including HBM, this rise can reach up to 13-18%.
Another factor contributing to higher memory prices is the decline in PC sales in Q4 2025. OEMs are buying less DRAM due to weak demand. However, cloud service providers (CSPs) around the world are ramping up their server builds, drawing attention from major memory makers. Some CSPs may start purchasing DRAM early in Q4 this year.
There is uncertainty about whether DRAM suppliers will focus on HBM4 instead of DDR5 in the first half of 2026. This could further reduce PC DRAM supply and affect mobile DRAM, with LPDDR4X and LPDDR5X seeing significant price increases. Specifically, LPDDR4X prices are expected to rise by 10% quarter-over-quarter in Q4 2025.
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GDDR7 and GDDR6 will also be affected. The current-generation GPUs use these types of memory; the supply for GDDR6 is tighter than GDDR7, leading to faster price increases.
Overall, the imbalance in supply is driving DRAM prices up across various DRAM types.
