Tuesday, April 14, 2026
Taiwanese manufacturers shifted capacity toward DDR4 to capture the first wave of spillover demand. However, demand is now also shifting into DDR3 and DDR2 markets. With capacity constraints limiting supply, average prices across DDR3 and DDR2 products increased by 20–40% in March, marking an even sharper rise.
Looking ahead to the second quarter, Taiwanese suppliers raised quotations in March, with some prices already reflecting expected second-quarter increases. Furthermore, they’ve adopted a more assertive pricing stance amid constrained capacity and intensifying order migration.
Consequently, transaction price gaps across different customers are expected to narrow significantly in the coming quarter. In contrast, South Korean suppliers already command relatively higher ASPs in the consumer DRAM segment, and are therefore expected to implement more moderate price adjustments in the near term.
By: DocMemory
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