"PC memory prices are set to rise as the major suppliers allocate manufacturing capacity to the more lucrative server DRAM and HBM instead amid reports of tightening supplies. Memory prices are set for an increase in Q4 of 2025, according to market watcher TrendForce, which points the finger at the three top DRAM makers - Samsung, SK Hynix, and Micron Technology."
"These suppliers are allocating advanced process capacity primarily to high-end server DRAM and HBM, which is constraining their capacity for PC, mobile, and consumer chips, it claims. Overall, conventional DRAM prices are expected to increase 8 to 13 percent compared with the previous quarter, and when HBM is included, the increase could be as much as 13 to 18 percent, TrendForce warns."
"Another factor is that PC shipments are projected to decline in Q4 2025, perhaps because many buyers will already have moved to upgrade their system before Microsoft brings the ax down on support for Windows 10 on October 14, as many old (and not-so-old) machines cannot run Windows 11. In addition, the US PC industry is said to be suffering from excess inventory due to resellers stockpiling systems in anticipation of tariffs being imposed on imported products"
Major DRAM suppliers are reallocating advanced process capacity toward high-end server DRAM and HBM, reducing capacity for PC, mobile, and consumer chips. Conventional DRAM prices are forecast to rise 8–13% quarter-on-quarter, and including HBM the increase could reach 13–18%. PC shipments are projected to decline in Q4 2025 as many buyers upgraded ahead of Windows 10 end-of-support on October 14 and because many machines cannot run Windows 11. Excess US PC inventory from reseller stockpiling ahead of possible tariffs has caused manufacturers to cut memory orders, constraining DDR4 and DDR5 supply. DDR4 price rises may slow as restocking eases. LPDDR4X supplies are shrinking as suppliers cut output and device makers increase orders.
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