Market Analysis

AI-powered insights and price forecasting

+18.4%
DDR5 Price Change (30D)
-3.2%
DDR4 Price Change (30D)
-34%
Supply vs Last Year
2.8x
Demand Multiplier
Historical Price Trends (12 Months)
Supply vs Demand
Market Share by Manufacturer

Price Forecast

DDR5 Price Predictions
Next 7 Days
+5.2%
92% conf
Next 30 Days
+12.8%
78% conf
Next 90 Days
+24.5%
61% conf
DDR4 Price Predictions
Next 7 Days
-1.2%
88% conf
Next 30 Days
-4.5%
72% conf
Next 90 Days
-8.2%
58% conf

Key Insights

  • ⚠️

    Critical Supply Shortage Detected

    Samsung and SK Hynix have both reported 20-25% production capacity reductions due to facility maintenance and equipment upgrades. This is expected to persist through Q2 2026.

  • 📈

    AI Demand Surge Continues

    Data center memory demand has increased 180% YoY, driven by AI/ML workloads. This is absorbing supply that would typically go to consumer markets.

  • 🔄

    DDR4 to DDR5 Transition Accelerating

    DDR4 prices continue to decline as manufacturers shift production lines to DDR5. Expect DDR4 availability to decrease 40% by Q3 2026.

  • 🌏

    Regional Arbitrage Opportunity

    SE Asia markets show 15-20% lower prices than North America. Import opportunities exist for bulk purchasers, though shipping times have increased to 3-4 weeks.