HBM expansion is tightening DDR4 supply and lifting contract prices

The report attributes stronger DDR4 contract pricing to memory makers redirecting production resources toward HBM while reducing capacity for older DRAM. It says DDR4 prices are increasing faster than DDR5, reversing the usual relationship between the generations. The shift could extend pressure on buyers still dependent on legacy platforms, although the supplied summary does not include specific price changes, contract dates or supplier allocation figures.