机构: 预计Q3一般型DRAM价格环比增长10%至15%

Core Viewpoint - The general DRAM prices are expected to increase by 10% to 15% quarter-on-quarter in Q3 2025 due to shifts in production capacity and market demand for older generation products [1] Group 1: Market Dynamics - Major DRAM manufacturers are shifting their production capacity towards high-end products [1] - The announcement of the end of life (EOL) for PC/Server DDR4 and Mobile LPDDR4X products has led to increased market demand for older generation products [1] Group 2: Price Forecast - The overall DRAM price increase, including High Bandwidth Memory (HBM), is projected to be between 15% to 20% quarter-on-quarter [1] - The traditional peak season for inventory buildup is contributing to the anticipated price rise [1]