In a surprising move, major DRAM manufacturers from South Korea and the US have paused price quotes for corporate clients for one week. This signals a severe supply crunch, with Q4 2024 DRAM prices expected to jump over 30%, and some specs potentially soaring beyond 50%.
Reports indicate a supply gap of 10-15% for DDR4 in the coming quarters, worsened by bottlenecks in backend packaging and testing. This has triggered a chain reaction, leading downstream module makers like Adata and Team Group to also suspend their pricing.
Adata’s chairman calls this the start of a sustained upturn and a severe shortage, predicting a industry boom by 2026. This is the first quote suspension since 2017, driven by manufacturers shifting focus to high-profit HBM production. With demand for DDR4 and DDR5 still strong, the memory market is clearly heating up again.
