TrendForce's latest findings reveal the DDR4 market is set to remain in a persistent state of undersupply and strong price growth through 2H25. Rigid server orders are crowding out supply for the PC and consumer markets, forcing PC OEMs to accelerate DDR5 adoption.

Manufacturers of consumer electronics, meanwhile, are struggling with high prices and material shortages. The tight DRAM supply-demand balance has also pushed up mobile DRAM contract prices, with 3Q25 LPPR4X posting the largest single-quarter increase in nearly a decade.