Server DRAM prices surge up to 50% as AI-induced memory shortage hits hyperscaler supply — U.S. and Chinese customers only getting 70% order fulfillment

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The DRAM supply chain is choking, and server memory is taking the first hit. According to DigiTimes, major U.S. and Chinese hyperscalers are now receiving just 70% of the server DRAM they order. That’s despite agreeing to contract price increases of up to 50% for Q4, well above the 30% hike many buyers had budgeted for earlier this year.

Naturally, AI sits at the core of all this. While it’s HBM that gets the headlines, demand for conventional DDR5 RDIMMs is also outpacing supply, particularly at…



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Server DRAM prices surge up to 50% as AI-induced memory shortage hits hyperscaler supply — U.S. and Chinese customers only getting 70% order fulfillment


The DRAM supply chain is choking, and server memory is taking the first hit. According to DigiTimes, major U.S. and Chinese hyperscalers are now receiving just 70% of the server DRAM they order. That’s despite agreeing to contract price increases of up to 50% for Q4, well above the 30% hike many buyers had budgeted for earlier this year.

Naturally, AI sits at the core of all this. While it’s HBM that gets the headlines, demand for conventional DDR5 RDIMMs is also outpacing supply, particularly at…



Source link

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We StartupNews.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It’s possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.

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