DRAM prices are expected to increase anywhere from 8 to 13% in the third quarter, including those aimed at the consumer PC segment, which are expected to increase up to 8%, according to a new report from TrendForce that discusses how the ASP of DRAM in Q3 will probably continue rising due to factors that include a recovery in demand for general servers and increased production share of HBM by DRAM suppliers. Graphics DRAM, which would naturally include varieties of GDDR, are also expected to increase, from 3 to 8%.
The expected price increases for DRAM include:
- PC DRAM prices expected to increase by 3–8% in Q3
- Server DRAM prices are expected to increase by 8–13% in Q3
- Mobile DRAM prices expected to increase by 3–8% in Q3
- Graphics DRAM prices expected to increase by 3–8% in Q3
- DDR3 & DDR4 prices expected to increase by 3–8% in Q3
A visual breakdown of what may be to come:
TrendForce on GDDR7:
…On the supply side, as new GPUs enter the verification stage, manufacturers are gradually increasing the production of GDDR7, which currently carries a 20–30% premium over GDDR6. The shipment of GDDR7 samples in 3Q24 is expected to slightly push up the average selling price. As such, graphics DRAM prices are anticipated to increase by 3–8% QoQ.