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

Barclays reports DDR4 contract prices rose 24% over the three months to October, while DDR5 gained 20%. The bank warns Micron's memory shortage will persist until 2028–2029, with Citi projecting a DRAM deficit peak in Q4 2027.

• DDR4 contract prices rose 4% monthly and 24% over three months
• DDR5 prices gained 3% monthly and 20% over three months
• Citi expects DRAM shortage to peak in Q4 2027
• Chip designers de-spec memory to cope with the shortage