TrendForce's latest investigations reveal that the three major DRAM suppliers continue to allocate advanced process capacity primarily to high-end server DRAM and HBM, crowding out capacity for PC, mobile, and consumer applications. Combined with diverging demand across end products, this dynamic is keeping legacy-process DRAM price hikes pronounced, while newer-generation products are seeing more modest gains. Overall, conventional DRAM prices are expected to rise 8-13% QoQ in 4Q25, and when HBM is included, the increase could widen to 13-18%.

PC DRAM prices edge up slightly, U.S. CSPs consider early server DRAM procurement
Shipments of finished PCs are projected to decline with PC promotions and restocking momentum slowing in 4Q25, leading major OEMs to cut DRAM bit procurement. Meanwhile, as the three suppliers aggressively shift capacity toward server DDR5, the supply of both PC DDR5 and DDR4 remains constrained. As a result, PC DRAM prices are forecast to continue edging upward through the quarter.