Rumor
64GB RDIMM Price Rises Sharply in Q4 2025; DDR5 Profit Surpasses HBM3E for Samsung
Monday, December 1, 2025 at 11:32 PM
The price of a 64GB RDIMM is reported to have jumped from approximately US$265 in Q3 2025 to US$450 in Q4 2025. This increase suggests that DDR5 is now generating more profit for Samsung than its HBM3E products.
Context
64GB RDIMM prices have surged dramatically in Q4 2025, jumping from approximately US$265 in Q3 to around US$450, a nearly 70% increase. Some 64GB DDR5 kits are now topping US$500. This sharp rise is part of a broader trend in DRAM contract pricing, with Samsung Electronics reportedly hiking memory chip prices by up to 60%. This significant inflation is fueled by robust AI-driven demand and tightening supply as manufacturers prioritize advanced memory. Analysts project further increases, with an anticipated 30% rise in Q4 2025 and another 20% in early 2026, following a 50% year-to-date increase. Crucially, DDR5 is now contributing more profit to Samsung Electronics than HBM3E, a trend expected to continue into 2026. For example, 32GB DDR5 modules saw contract prices jump from $149 to $239 in just two months. This highlights the profound impact of AI demand on the memory market and the strategic importance of DDR5 for major semiconductor players, with prices potentially doubling by the end of 2026.
Sources (7)
[News] 64GB DDR5 RAM Reportedly Now Pricier Than a ...Server memory prices could double by 2026 as AI demand ...Tightening Supply Expected to Fuel Advanced Memory ...DRAM prices to rise 8-13% in Q4 2025, TrendForceExclusive: Samsung hikes memory chip prices by up to 60 ...DDR4 memory prices surge globally — what it means for ...DRAM Prices Surge roughly 170% as Global Memory ...
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