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Investing.com -- Independent (LON:IOG) research firm TrendForce has revised its 2Q25 PC DRAM price forecast, predicting prices to remain stable instead of the previously anticipated 3-8% quarter-on-quarter (QoQ) decrease.
The firm attributes this change to an improved supply situation. According to TrendForce, the PC OEM inventory is now within the normal range of 9-13 weeks.
This development is seen as favorable for Micron Technology (NASDAQ:MU), as the PC market accounts for approximately 15% of the company’s sales, according to analysts at Citi.
In addition to the 2Q25 forecast, TrendForce also anticipates a rise in DRAM ASPs for 3Q25, predicting an increase of 8-13% QoQ, which is higher than the 3-8% QoQ rise expected for 2Q25.
Citi analysts have stated that they expect DRAM ASPs to increase 17% in 2025, driven by limited production growth and elevated demand.
TrendForce also anticipates a price increase for DDR4, a product that represents 10% of Micron’s sales. The firm expects DDR4 prices to rise 0-5% QoQ in 2Q25, a significant change from the previously forecasted 3-8% QoQ decrease. DDR4 DRAM had experienced the largest price drop during the DRAM downturn.
In the NAND sector, TrendForce has reported that several NAND products, which make up 23% of Micron’s sales, had higher contract prices in March due to increased demand and reduced supply. The firm predicts that NAND pricing could recover in 2Q25.
Citi analysts echoed this sentiment, stating their expectation for NAND pricing to recover in 3Q25.
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