Story perspectives

DDR4 Prices Surge Amid Ongoing Supply Shortages

8/12/2025

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Summary

Story summary

The DDR4 market will experience ongoing undersupply and price increases through 2H25, primarily due to server demand.
High DDR4 prices and limited availability are prompting PC OEMs to transition to DDR5.
Consumer electronics are facing significant supply shortages, with DDR4 prices surging 60-85% in July.
LPDDR4X supply is tightening, with U.S. and Korean suppliers planning cuts, forecasting a 38-43% price rise for 3Q25.
LPDDR5X supply is improving, with a projected price increase of 10-15% in 3Q25.

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Story summary

The DDR4 market will experience ongoing undersupply and price increases through 2H25, primarily due to server demand.
High DDR4 prices and limited availability are prompting PC OEMs to transition to DDR5.
Consumer electronics are facing significant supply shortages, with DDR4 prices surging 60-85% in July.
LPDDR4X supply is tightening, with U.S. and Korean suppliers planning cuts, forecasting a 38-43% price rise for 3Q25.
LPDDR5X supply is improving, with a projected price increase of 10-15% in 3Q25.