Institution: Q4 DRAM prices continue to rise, with server demand fermenting early and significant increases in old-process products.

According to the latest survey by TrendForce, due to the three major DRAM manufacturers continuously prioritizing advanced process capacity for high-end Server DRAM and HBM, they are squeezing out capacity for PC, Mobile, and Consumer applications. At the same time, influenced by the differentiation of demand for various end products, the price increase of old process DRAM in the fourth quarter remains significant, while the price increase of new generation products is relatively moderate. It is estimated that the overall price of general DRAM will increase by 8-13% in the quarter, and if HBM is included, the increase will expand to 13-18%.