Group 1 - The DDR4 market is expected to experience sustained supply shortages and strong price increases in the second half of 2025, driven by rigid server orders impacting PC and consumer markets [1] - PC DDR4 contract prices have surpassed DDR5 prices, leading to a rare "price inversion," as many PC OEMs are unable to secure sufficient supply and are adjusting their production plans to increase DDR5 adoption [2] - The consumer DRAM market is facing severe supply shortages, with Consumer DDR4 contract prices soaring by over 60-85%, prompting significant upward revisions for Q3 [3] Group 2 - The LPDDR4X contract prices are expected to rise by 38-43% in Q3 due to panic in the market and competitive bidding among suppliers, as the supply of LPDDR4X is tightening [3] - LPDDR5X supply is relatively healthy, with expected price increases of 10-15% in Q3, as it is widely used in mid-to-high-end smartphones and AI servers [4] - The overall price adjustments for various DRAM products in Q3 indicate significant increases, with Consumer DDR4 expected to rise by 85-90% and Server DDR4 by 28-33% [5]