With the further increase in original prices in the third quarter, server DDR5 prices rose 15% to 23% this month, and 32GB/64GB/96GB DDR5 RDIMM rose to 900/1590/2650 US dollars respectively. In the spot server RDIMM market, the trade-side 32GB D5 is between 1,800 and 2,100 US dollars, the 64GB D5 is between 3000 and 3200 US dollars, and the 96GB D5 is between 3,800 and 4100 US dollars. The price difference between contract and spot DDR5, especially 96GB, is narrowing. The original DDR5 supply remains in short supply. However, as contract prices rise quarterly, major server customers are more sensitive to the rise in memory costs. Coupled with the successive implementation of Changxie, D5 supply for major customers is guaranteed to a certain extent, and the increase in DDR5 is expected to be more moderate.
Zhitongcaijing · 2d ago
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With the further increase in original prices in the third quarter, server DDR5 prices rose 15% to 23% this month, and 32GB/64GB/96GB DDR5 RDIMM rose to 900/1590/2650 US dollars respectively. In the spot server RDIMM market, the trade-side 32GB D5 is between 1,800 and 2,100 US dollars, the 64GB D5 is between 3000 and 3200 US dollars, and the 96GB D5 is between 3,800 and 4100 US dollars. The price difference between contract and spot DDR5, especially 96GB, is narrowing. The original DDR5 supply remains in short supply. However, as contract prices rise quarterly, major server customers are more sensitive to the rise in memory costs. Coupled with the successive implementation of Changxie, D5 supply for major customers is guaranteed to a certain extent, and the increase in DDR5 is expected to be more moderate.
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