DDR4 Prices Spike Again, Up 12% in Two Days

DDR4 spot prices are continuing their steep climb, with major price increases observed since last Friday (June 13). According to recent data, the price of DDR4 16Gb (1G×16) 3200 modules jumped another 6.32% on June 17, while DDR4 8Gb (512M×16) modules surged 8.77%—driving further shock through the industry. In just two trading days this week, some modules have seen price hikes exceeding 12%, with increases topping 16% in certain segments. Cumulatively, DDR4 spot prices have risen by over 20% in the past three sessions alone.

Industry experts note that the DRAM market tends to “chase the rise, not the fall.” With some global manufacturers withdrawing from DDR4 production and Nanya Technology reportedly halting its pricing updates, intensified buying momentum has emerged. This wave of aggressive procurement is accelerating the upward price trend, with insiders suggesting the rally may persist through the end of the year.

A growing sense of urgency among buyers is contributing to a "reluctance to sell" sentiment across the market. As demand becomes increasingly urgent, tight supply conditions are further fueling price volatility and inventory pressure.

According to TrendForce's DRAMeXchange data released late Monday, the average spot price of DDR4 16Gb (1G×16) 3200 now stands at $9.25, up 6.32%, while DDR4 8Gb (512M×16) 3200 jumped 8.77% to $4.441. Compared with Friday's closing prices, these two specifications have risen by 12.8% and 16.13%, respectively, in just two days.

Market analysts observe that while many buyers maintain safety stock levels, rapid price surges and tightening availability are triggering panic purchasing. This creates a feedback loop of rising demand, making inventory planning increasingly difficult. Although current inventories still exist, the race to secure stock at acceptable pricing is intensifying across the sector.