LPDDR4 / DDR4 Memory Spot Price Index — YTD

January 2025 – February 2026 (Index: Jan 2025 = 100)

YTD Change

+550%

Jan 25 → Feb 26

Mar–Jun 2025

+100%

Post-CXMT shift

Q4 2025

+50%

Oct → Dec

Q1 2026

+44%

And accelerating

Phase Timeline

Jan–Feb 2025: Oversupply from CXMT

Mar 2025: Inflection point

Apr–Sep 2025: Rapid price surge

Oct 2025–present: Supply crisis

Key Events

▸ Q4 2024: China directs CXMT to shift DDR4→DDR5
▸ Apr 2025: Samsung EOLs 8Gb DDR4 production
▸ May 2025: DDR4 reaches price parity with DDR5
▸ Dec 2025: Samsung final DDR4 module shipments
▸ Q1 2026: Micron winds down DDR4/LPDDR4

Structural Drivers

Supply Contraction

Samsung, Micron, SK Hynix all phasing out DDR4/LPDDR4 to reallocate fab capacity to HBM and DDR5

AI Demand

HBM for AI accelerators commands 3× the wafer capacity vs commodity DRAM; hyperscalers absorbing supply

CXMT Pivot

China's dominant DDR4 supplier shifted to DDR5 in Q1 2025, removing the main source of cheap supply

Sources: TrendForce, Counterpoint Research, The Memory Guy, DRAMeXchange, Raspberry Pi announcements. Index values are representative estimates based on reported percentage changes; exact spot prices are behind paywalls.