Consumer DRAM prices are surging dramatically as major suppliers phase out production of mature products below DDR4, according to TrendForce's latest industry research. The market is experiencing significant supply constraints that have already driven substantial price increases in recent months. TrendForce forecasts that consumer DRAM contract prices will continue to rise by 45-50% quarter-over-quarter in the second quarter of 2026.

In March 2026, the pricing trends in the consumer DRAM sector were primarily driven by products with densities under 4 Gb. DDR4 4 Gb modules saw average prices increase by over 20% month-over-month, far outpacing price increases for higher-density products. This follows earlier price jumps in DDR4 and major suppliers' 2025 announcements that some legacy-node products would reach end-of-life. Taiwanese manufacturers initially shifted capacity toward DDR4 to capture spillover demand, but demand is now also migrating into DDR3 and DDR2 markets.

With capacity constraints limiting supply across all legacy nodes, average prices for DDR3 and DDR2 products increased by 20-40% in March, marking an even sharper rise. Taiwanese suppliers raised quotations in March, with some prices already reflecting expected second-quarter increases. They've adopted a more assertive pricing stance amid constrained capacity and intensifying order migration. Consequently, transaction price gaps across different customers are expected to narrow significantly in the coming quarter.