Major DRAM manufacturers from South Korea and the United States have suspended price quotes to corporate clients for a week, with industry sources predicting a sharp price surge in Q4—some DRAM products could rise 30%-50%.
The move has impacted the entire supply chain, with module makers like Adata and Team Group also pausing their quotations. Market analysis indicates a 10-15% supply gap for DDR4 over the next three quarters, exacerbated by packaging and testing capacity bottlenecks.
Adata Chairman Chen Libai stated, “This quarter marks the beginning of a continuous uptrend in the memory market—and the start of a severe shortage.” This is the first time since 2017 that suppliers have halted quotes, underscoring severe supply-demand imbalance.
The tight supply stems largely from Samsung, SK Hynix, and Micron shifting production capacity to high-margin HBM, reducing output of standard DDR4 and DDR5 memory, while market demand continues to grow.
ICgoodFind : The DRAM market is undergoing a structural shift, with confirmed price increases across all segments requiring long-term supply chain readiness.
