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
DRAM contract prices are projected to increase by only 13-18 percent quarter-on-quarter in Q3, according to Taiwanese market watcher Trend Force. The market watcher attributes this slowdown to buyers reaching their budget limits and a shift in demand towards lower-capacity products. Despite lower shipments, PC manufacturers have managed to profit from higher prices.
However, the outlook is grim for PC shipments in the European market, with Context forecasting a 6.4 percent year-on-year decline in Q3 followed by a 20 percent drop in Q4. This decline is attributed to rising component costs pushing up system prices. Corporate buyers are extending refresh cycles and purchasing new PCs only when necessary.
As for AI PCs, Context says the end of Windows 10 support and AI functionality becoming standard in newer devices has driven recent buying activity. Major memory makers continue to focus on high-end products for the AI market, leaving smaller manufacturers to handle demand for mature-process products.
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