DDR4 Contract Prices Rise 24% in Three Months, Outpacing DDR5

DDR4 memory chip contract prices rose 24% over three months, outpacing DDR5, according to a report by Wccftech. The report cites data from investment bank Barclays on memory prices and supply.

Barclays expects Micron to continue facing memory shortages through calendar year 2029, according to the report. It also says DDR5 spot prices increased 8% month over month in October. New customer agreements are tracking market dynamics rather than relying on the previous price floor and ceiling, the report says.

The report’s headline refers to a shortage running until 2028, while its summary says Barclays expects shortages to continue until 2029. Those timelines differ, and the provided source does not explain the discrepancy.

Wccftech says Barclays’ report follows a report from Citi, which projects that the DRAM shortage will peak in the fourth quarter of 2027 before easing slightly in the following months.