A freshly minted report from TrendForce predicts another quarter of double-digit price prices across the DRAM markets so that the best RAM will get more expensive. The contract price predictions for PC DRAM, which TrendForce says will rise by 10-15% in Q1 2024, are probably the most important to our readers. Server DRAM and Graphics DRAM prices will see a similar scale of increase, according to the source. However, the worst hit will be the mobile market, with DRAM prices rising by 18-23% over the same short period.
In its preamble, TrendForce broadly indicates that DRAM contract prices are rising due to uncertainty. Reading further, the uncertainty concerns the mix of demand between various types of DRAM, such as DDR4 and DDR5. We are still in a transition period for the industry, making manufacturer planning more complicated than it could be.
