PC DRAM costs to climb as fabs favor servers and HBM • The Register

PC memory prices are set to rise as the major suppliers allocate manufacturing capacity to the more lucrative server DRAM and HBM instead amid reports of tightening supplies.

Memory prices are set for an increase in Q4 of 2025, according to market watcher TrendForce , which points the finger at the three top DRAM makers – Samsung, SK Hynix, and Micron Technology.

These suppliers are allocating advanced process capacity primarily to high-end server DRAM and HBM, which is constraining their capacity for PC, mobile, and consumer chips, it claims.

Overall, conventional DRAM prices are expected to increase 8 to 13 percent compared with the previous quarter, and when HBM is included, the increase could be as much as 13 to 18 percent, TrendForce warns.

Another factor is that PC shipments are