HBM capacity shift sends DDR4 contract prices rising faster than DDR5

DIGITIMESOctober 14, 2026en

DDR4 contract prices are rising faster than those of the newer DDR5 standard, reversing the usual pricing pattern in the memory market. The artificial intelligence (AI) boom has prompted memory manufacturers to expand high-bandwidth memory (HBM) production while scaling back legacy DRAM capacity, tightening DDR4 supply and lifting contract prices.

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