集邦咨询：需求升温促使2Q25 Server与PC DDR4模组合约价涨幅扩大

Core Viewpoint - The demand for Server and PC DDR4 modules is increasing, leading to a significant rise in contract prices for the second quarter of 2025, with expectations of higher growth than previously anticipated [1] Group 1: Price Increase - The price increase for Server DDR4 modules is projected to be between 18% to 23% quarter-over-quarter [1] - The price increase for PC DDR4 modules is expected to be between 13% to 18% quarter-over-quarter [1] Group 2: Market Factors - Major DRAM suppliers are gradually reducing the output of Server and PC DDR4 modules [1] - Buyers are actively stockpiling in anticipation of rising prices, contributing to the demand surge [1]