Core Insights - The DDR4 market is expected to face continuous supply shortages and strong price increases in the second half of 2025, driven by rigid server orders squeezing supply for PC and consumer markets [4][5] - The consumer DRAM market is experiencing significant supply challenges, with contract prices for consumer DDR4 rising by over 60% to 85% in July, leading to a substantial upward revision of third-quarter contract prices by TrendForce [6] Group 1: DDR4 Market Dynamics - The limited production capacity and resource allocation towards the server market have resulted in a "price increase and volume decrease" scenario for DDR4 in the PC DRAM market, with DDR4 8GB module prices surpassing those of DDR5 modules [5] - The trend indicates that DDR4 products will gradually exit new machine configurations, as they become standard in AI computing and high-efficiency data processing [5] - By 2026, the demand for DDR4 is expected to decline as the penetration rate of DDR5 in the server market increases [5] Group 2: Consumer DRAM Supply Issues - The supply of consumer DRAM is particularly tight, with demand coming from industrial control, networking, televisions, and consumer electronics, primarily using DDR4 [6] - The contract prices for consumer DDR4 have been significantly revised upwards for the third quarter, with an expected increase of 85% to 90% [6] - LPDDR4X prices are also expected to rise due to supply concerns, with a projected increase of 38% to 43% in the third quarter [6] Group 3: LPDDR5X Market Outlook - The supply situation for LPDDR5X is relatively healthy, with increased supply due to advancements in manufacturing processes, and it is widely used in mid-to-high-end smartphones and AI servers [6] - The contract prices for LPDDR5X are expected to rise by 10% to 15% in the third quarter, as suppliers aim to balance profitability across different memory products [6]