Core Insights - TrendForce's latest survey indicates that the prices of Server and PC DDR4 modules are expected to rise in Q2 due to major DRAM suppliers reducing production and buyers stockpiling in advance, with price increases projected to exceed previous expectations [1][4]. Price Forecast - For Q2 2025, PC DDR4 prices are expected to increase by 13-18%, while Server DDR4 prices are projected to rise by 18-23%. In Q3 2025, PC DDR4 prices are forecasted to increase by 18-23%, and Server DDR4 prices are expected to rise by 8-13% [2]. Market Dynamics - The lifecycle of DDR4 has surpassed 10 years, with demand gradually shifting towards DDR5. Major suppliers plan to cease DDR4 production by early 2026, focusing on higher-margin products like HBM and DDR5. However, DDR4 will continue to be supplied for consumer DRAM due to ongoing demand [4]. Demand Drivers - The demand for General Server construction from cloud service providers (CSPs) remains robust, with increased storage server demand driven by AI applications. CSPs are also stockpiling in response to suppliers' end-of-life strategies, leading to an upward revision of Server DDR4 price increases from an initial estimate of 5-10% to 18-23% [4][5]. Supply Chain Adjustments - Recent international developments have prompted PC OEMs to request ODMs to increase production and expedite shipments to the U.S. market to mitigate uncertainties. The tightening supply-demand balance for Server DDR4 has led to a price increase for PC DDR4 due to supply constraints [5]. Future Outlook - The pricing trend for DDR4 contracts in Q3 will be influenced by supplier production strategies and tariff policies. There is potential for price increases to exceed expectations due to anticipated stockpiling demands as suppliers reduce output [5].

Core Viewpoint - The article highlights the anticipated price increases for Server and PC DDR4 modules in the second quarter of 2025, driven by supply constraints and proactive inventory stocking by buyers, with expected increases of 18-23% for Server DDR4 and 13-18% for PC DDR4, surpassing previous forecasts [1][2][3]. Group 1: Price Trends - The price of Server DDR4 modules is projected to rise by 18-23% in Q2 2025 and 8-13% in Q3 2025 [2]. - PC DDR4 module prices are expected to increase by 13-18% in Q2 2025 and 18-23% in Q3 2025 [2]. - The adjustments in price forecasts are attributed to the strategic inventory stocking by cloud service providers (CSPs) and the tightening supply-demand dynamics in the market [3]. Group 2: Market Dynamics - The DDR4 generation has surpassed a 10-year lifecycle, with demand gradually shifting towards DDR5, HBM, and LPDDR5 products, leading major suppliers to plan the discontinuation of DDR4 production by early 2026 [2]. - The demand for storage servers, particularly in AI applications, has been robust, contributing to increased orders for DDR4 memory [3]. - The international situation in early April prompted PC OEMs to increase production volumes and expedite shipments to the U.S. market to mitigate uncertainties, further tightening the supply of PC DDR4 [3]. Group 3: Future Outlook - The future price trends for DDR4 contracts will be influenced by supplier production strategies and tariff policies, with potential for further price increases due to anticipated inventory demands [3]. - TrendForce will continue to monitor changes in supplier output strategies and downstream customer stocking behaviors [3].