Looking ahead to 4Q21, TrendForce believes that DRAM supply will continue to rise, thereby leading to either a further narrowing of price hikes or pressure constraining the potential price hike of DRAM products.
Most of the PC brands are carrying about 8-10 weeks’ worth of PC DRAM inventory so PC DRAM purchasing will be conservative.
However, due to the rising demand for server DRAM, the production capacity allocated to PC DRAM is constrained so DRAM suppliers are set in raising PC DRAM quotes.
Trend Force expects that the QoQ increase in server DRAM prices for 3Q21 will narrow to 5-10% due to buyers carrying a relatively high inventory
Mobile DRAM prices are expected to defy market realities and increase by 5-15% QoQ, with potential risks of high price and low demand
Graphics DRAM prices are expected to increase by 8-13% QoQ due to tight supply of GDDR6
Consumer DRAM prices are expected to increase by up to 13% QoQ in light of strong demand.