DRAM contract prices forecast to grow only 13-18% in Q3
PC buyers already had enough of helping to fund the AI revolution, only essential refreshes happening now
The relentless rise in memory prices may finally be losing steam, as PC and smartphone buyers reach the limits of what their budgets will allow them to pay.
Taiwanese market watcher Trend Force estimates that rising DRAM contract prices drove a 59.5 percent quarter-on-quarter jump in industry revenue to $154.73 billion in calendar Q2.
The analyst now expects conventional DRAM contract price growth to "moderate" to 13 to 18 percent quarter-on-quarter in Q3. That reflects a shift in demand away from high-capacity RDIMMs toward lower-capacity products, as well as "the limited ability of PC and smartphone customers to absorb further price increases."
That 13 to 18 percent is still a punishing increase by any normal standard. Supplier inventories remain at historic lows, TrendForce warns, and total bit shipments are expected to grow modestly....
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