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DRAM Prices Soar as China Eyes Self-Reliance For High-End Chips


Standard DDR4 DRAM prices doubled between May and June 2025, with 8-gigabit units reaching $4.12 and 4-gigabit units hitting $3.14 -- the latter's highest level since July 2021, according to electronics trading companies cited by Nikkei Asia. The unprecedented single-month doubling follows speculati...

Standard DDR4 DRAM prices doubled between May and June 2025, with 8-gigabit units reaching $4.12 and 4-gigabit units hitting $3.14 -- the latter's highest level since July 2021, according to electronics trading companies cited by Nikkei Asia. The unprecedented single-month doubling follows speculation that Chinese manufacturer ChangXin Memory Technologies has halted DDR4 production to shift factories toward DDR5 memory for AI applications.DDR4 currently comprises 60% of desktop PC memory while DDR5 accounts for 40%, per Tokyo-based BCN research. Samsung Electronics, SK Hynix, and Micron Technology controlled 90% of the global DRAM market in Q2 2025.

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