TrendForce: Consumer DRAM shortages extend to DDR2 products, contract prices to continue rising in Q3

Golden Ten Data reported on June 22 that, according to the latest research from TrendForce, a structural tightening in the mature-process DRAM supply is forcing Consumer DRAM buyers to use older generation products to obtain a larger DRAM supply quota. This has driven a recent wave of new procurement demand for older generation Consumer DRAM chips in the industry, leading to continued upward momentum in the contract prices of Consumer DRAM chips from generations including DDR2 and DDR3 through the first quarter of 2026. It is estimated that DDR2 contract prices will see an increase of approximately 55%–60% in the second quarter, and are expected to further rise by 35%–40% in the third quarter.