Woofun AI data shows that the global DRAM market's average selling price (ASP) is projected to increase by 21% quarter-on-quarter in the third quarter. This figure exceeds TrendForce’s earlier estimates of a 13% to 18% rise for conventional DRAM and an 8% to 13% overall increase including HBM.

Analysts attribute the surge to a 20% to 30% quarterly jump in server DRAM prices driven by high-speed LPDDR5 demand, alongside rising spot market rates for DDR5 and DDR4. Additional factors include growing HBM4 orders, long-term agreement coverage below 50%, and emergency OEM purchases that lifted DRAM and NAND prices by over 20%. Recent positive guidance from TSMC and ASML has further bolstered market optimism regarding storage sector performance.