In the second half of 2025, DDR4 faces structural shortages and soaring prices due to limited capacity and robust demand, with supply prioritized for servers. PC and consumer markets struggle with high prices and low availability, accelerating DDR5 adoption amid unresolved supply tension.
Key Highlights:
- Significant DRAM market changes expected in H2 2025, DDR4 as the main focus.
- Limited capacity, with server market prioritized, causing severe shortages for PC and consumer sectors.
- PC DRAM market witnesses higher prices but lower shipments; DDR5 adoption accelerates.
- Major suppliers receive strong CSP DDR4 orders, further straining PC supply.
- Consumer segment faces the lowest supply fulfillment due to fragmented demand, with contract prices surging most sharply.
- Overall market remains in persistent shortage, with server demand crowding out PC and consumer supply.
- DDR5 expected to replace DDR4 in new systems; high prices and supply tension unlikely to ease soon.