DRAM Spot & Contract Price (DDR4 8Gb) Scenario Analysis — Bear, Base & Bull Forecasts
Projects the DDR4 8Gb contract price 2026–2027, driven by the EOL production decline curve, residual industrial/automotive demand, and DDR5 substitution rates.
DRAM Spot & Contract Price (DDR4 8Gb) Scenario Analysis
ProAdjust assumptions to model Bear, Base, and Bull scenarios. 8 quarters projected from Q1 2026.
Projections for periods that have already ended are not shown: Q1 2026, Q2 2026, Q3 2026.
Sensitivity Analysis
Impact on Q4 2026 DDR4-8GB when each assumption increases by 20%
| Assumption | Impact | Dir. |
|---|---|---|
| DDR4 Production Decline Rate (QoQ) | ±0% | |
| Industrial/Automotive DDR4 Demand Decline (Annual) | ±0% | |
| CXMT DDR4 Output (% of 2024 CXMT volume) | ±0% | |
| Q1 2026 Starting Contract Price ($/unit) | ±0% |
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Demand Drivers
Supply Factors
Pricing Dynamics
Disclaimer: This projection is generated by a scenario model using publicly available analyst estimates. It is not a forecast and should not be relied upon for investment decisions. Silicon Analysts makes no warranty as to accuracy. All assumptions and their sources are documented above.