As demand for AI computing power and data centers continues to grow, so does the need for certain key computer components, including memory. This serious server demand boost, and the increase of HBM share in factory production, means PC DRAM prices could jump between 3% and 8% QoQ, according to market research firm Trend Force.
Price rises are never welcome, but forecast rises are smaller in scale compared to price increases seen in the previous quarters, with prices rising by 10% to 15% between January and March. It’s estimated that many manufacturers and retailers still have significant inventory of PC DRAM, plus the consumer demand for memory remains stable, so there isn’t much pressure on the consumer and retail side for DRAM. We can see this with spot pricing for DRAM, which is continuing with its downward trend since the end of May.
