India, Sept. 24 -- 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 ...