The DRAM market is heading for a notable price drop in the first quarter of 2025, with PC, server, and GPU VRAM segments expected to see significant declines. According to TrendForce's latest forecast, seasonal demand fluctuations combined with strategic inventory management by buyers are driving the downward trend.
In the PC DRAM market, prices are projected to drop by 8–13%. This decline is primarily due to weak consumer demand and an oversupply of DDR4 memory modules. Chinese manufacturers have increased DDR4 production, further saturating the market and putting additional pressure on prices. While DDR5 adoption is steadily growing, it has not yet reached the scale necessary to offset the oversupply of older-generation DDR4 modules. Consequently, PC manufacturers are capitalizing on the lower prices to build up their inventories, albeit cautiously, to avoid overstocking amid uncertain demand.
