www.trendforce.com, Oct. 08, 2025 –
The DRAM price surge shows no sign of cooling off. According to the Commercial Times, Korean and U.S. chipmakers have suspended new enterprise quotes for a week, hinting at an even steeper climb ahead as supply remains constrained. Citing supply chain sources, the report notes that DDR4 contract prices may rise more than 30% in Q4, with certain models soaring over 50%, likely driving DDR3 upward as well.
Notably, the Economic Daily News reports that the rally has now spilled over to memory modules, with Taiwan’s ADATA and Team Group both suspending price quotes — the first such move since 2017, underscoring a severe supply-demand imbalance.
DDR4 Shortages Drive Price Rally Through Q1 2026
As per Commercial Times, the DDR4 supply gap could widen to 10–15% over the next three quarters, with backend packaging and testing bottlenecks adding more pressure.
The Commercial Times report suggests that against this backdrop, major DRAM makers have again halted new quotes, cutting their validity from a full quarter to under a month, with some now adjusting every few weeks. It adds that leading Korean and U.S. suppliers are pausing quotes for about a week to gauge buyer reactions before reopening bids — a move that further highlights the market’s tightening supply.
Industry veterans cited by the report further note this is no longer a partial hike but a broad-based shortage driving across-the-board price adjustments, with DDR4 contract prices expected to rise most actively from Q4 2025 through Q1 2026, climbing another 30–50% during that period.