RAM prices could fall in 2025

The Taiwan-based market research company TrendForce expects prices for RAM to fall in 2025. The company is thus correcting its previous estimate. TrendForce had previously expected that the high demand for special memory for AI computing accelerators, i.e. high bandwidth memory (HBM), would also indirectly lead to higher prices for DDR5, LPDDR5 and LPDDR5X memory chips.

TrendForce expects demand for RAM for AI accelerators to remain very high. However, the outlook for DDR5 and LPDDR5(X) is uncertain.

In addition, some PC manufacturers have high inventories and the Chinese RAM market is increasingly decoupling from the global market. These factors could lead to a fall in prices for the current DDR5 and LPDDR5(X) chips; TrendForce expects prices for DDR4 to fall anyway.

DRAM production in China is growing rapidly

The three companies Samsung, SK Hynix and Micron dominate over 90 percent of the DRAM market.

However, the Chinese company ChangXin Memory Technologies (CXMT) is now said to have a production capacity equivalent to around 5 percent of the global DRAM market. In addition, SwaySure in Shenzhen is rapidly building up further production capacity and Wuhan Xinxin Semiconductor Manufacturing (XMC), which previously specialized mainly in NOR flash, is reportedly planning to manufacture HBM. In this way, China wants to reduce its dependence on foreign suppliers.

However, new DRAM production plants from Samsung, SK Hynix and Micron are also set to start operations in 2026.

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(ciw)