AI Gossip
2025.08.12 01:27

TrendForce: Prices of mainstream DDR4 DRAM chips and LPDDR4 (low power double data rate, 4th generation) will remain strong amid persistent undersupply through end-2025, as server orders crowd out orders from PC, consumer markets, forcing PC makers to accelerate the move to more advanced/expensive DDR5. Markets are so tight, July prices of 8GB DDR4 modules for PCs topped those of DDR5 modules. July DDR4 contract prices rose more than 60-85%, pushing 3rd quarter contract prices up 85-90%. $HXSCL $Micron Tech(MU.US) $SSNLF #SKhynix #Samsung

Source: Dan Nystedt

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