Conventional DRAM prices are expected to rise 8–13% QoQ in 4Q25, and when HBM is included, the increase could widen to 13-18%, reports TrendForce.

PC DRAM, Server DRAM, Mobile DRAM and Graphics prices are forecast to increase through the quarter with Consumer DRaM edging down.

NAND Flash contract prices across all categories are expected to generally rise, with an average increase of 5–10% in 4Q25.

On the supply side, production reductions and inventory clearance during the first half of the year have greatly enhanced market equilibrium, reducing both suppliers’ inventory and pricing pressures.

IMG_1072.webpOn the demand side, the NAND Flash market continues to encounter weak consumer activity, slower OEM purchasing, and high finished-goods inventories in the distribution channels.

International suppliers face stiff competition from YMTC and many Chinese module makers and, in an effort to recover losses, suppliers are likely to raise eMMC/UFS prices in the fourth quarter of 2025.

By: DocMemory
Copyright © 2023 CST, Inc. All Rights Reserved