DRAM Prices Double in 2025 Amid China’s DDR5 Shift and US Curbs

DRAM prices doubled in May-June 2025, driven by China's shift from DDR4 to advanced DDR5 and HBM chips for self-reliance amid U.S. restrictions. CXMT's production pivot tightens global supply, sparking stockpiling and potential shortages. This disrupts markets, benefiting leaders like Micron while challenging innovation and stability.