Institution: It is expected that the price of DRAM will continue to rise in the second quarter, but the rate of increase will gradually narrow in the second half of the year.

Starting in the second half of 2025, the super storage cycle of DRAM triggered by the growth in demand for AI computing power will continue into 2026. Qunzhi Consulting predicts that there will be a shortage of supply and demand in the DRAM market throughout the year, but the increase will show a differentiated trend. Overall, the average price of global DRAM in the second quarter will decrease from over 70% in the first quarter to 30%-50%. The increase in the second half of the year will continue to narrow, gradually moving towards stability.