DRAM Prices to Rise Up to 18% in Q1... Mobile DRAM Leads the Increase

TrendForce Outlook
"Production Cuts Likely to Continue This Year"

Memory semiconductor DRAM prices are expected to rise by up to 18% in the first quarter of this year.

On the 8th, Taiwanese market research firm TrendForce forecasted that the average selling price (ASP) of DRAM, which increased by 13-18% quarter-on-quarter in the fourth quarter of last year, will rise by 13-18% again in the first quarter of this year.

SK Hynix 24Gb DDR5 DRAM and 96GB, 48GB DRAM modules.
[Photo by SK Hynix]

By application, mobile is expected to increase by 18-23%, PC, server, and graphics by 10-15%, consumer DDR3 by 8-13%, and DDR4 by 10-15%, resulting in a total increase of 13-18%.

TrendForce particularly predicted that mobile DRAM will lead the price uptrend. Regarding this trend, TrendForce stated, "Mobile DRAM contract prices remain at historically low levels, encouraging buyers to efficiently accumulate inventory, so demand is unlikely to weaken in the first quarter."

DRAM prices have been gradually rebounding since the second half of last year. This is due to the production cuts by memory suppliers such as Samsung Electronics and SK Hynix taking full effect and the beginning of excess inventory depletion.

TrendForce explained, "Since the annual demand outlook remains uncertain this year, manufacturers will continue to maintain production cuts to sustain the supply-demand balance in the memory industry."

This content was produced with the assistance of AI translation services.