Data compiled by Woofun AI indicates that the persistent shortage of mature process node DRAM is compelling consumer-grade buyers to pivot toward earlier-generation memory products to secure supply allocation. This strategic shift is amplifying demand for traditional DRAM variants such as DDR2 and DDR3, thereby sustaining upward price momentum across these segments.

TrendForce projects that DDR2 contract prices will increase by approximately 55% to 60% in the second quarter of 2026, followed by a further 35% to 40% rise in the third quarter. This trajectory suggests that price pressures on DDR2 have intensified rather than eased, driven by a widening supply-demand gap. The primary supply-side constraint stems from the reallocation of advanced process node capacity, with major DRAM manufacturers prioritizing HBM and server DRAM production to satisfy AI infrastructure demands. Consequently, wafer allocation for DDR4 and other mature node products has been compressed, prompting consumer-grade customers to seek support from Taiwanese suppliers such as Nanya Technology and Winbond. In this constrained environment, these suppliers are strategically reducing low-margin product output to enhance profitability, further tightening the market for legacy memory.