TrendForce: DRAM prices continue to rise in the fourth quarter of 2025, with server demand fermenting ahead of schedule and significant price increases for old process products.

Wisdom Financial APP learned that, according to the latest survey by TrendForce, the three major DRAM manufacturers have been continuously prioritizing advanced process capacity for high-end Server DRAM and HBM, squeezing out capacity for PC, Mobile, and Consumer applications. At the same time, influenced by the differentiation of demand for various end products, the price increase of old-process DRAM in the fourth quarter remains significant, while the price increase of new-generation products is relatively moderate. It is estimated that the overall price of Conventional DRAM will increase by 8-13% in the quarter, and if HBM is included, the increase will expand to 13-18%.