The DRAM supply chain is choking, and server memory is taking the first hit. According to data-analytics-id=”inline-link” href=”https://www.digitimes.com/news/a20251028PD216/dram-chip-shortage-price-market-demand.html” target=”_blank” data-url=”https://www.digitimes.com/news/a20251028PD216/dram-chip-shortage-price-market-demand.html” referrerpolicy=”no-referrer-when-downgrade” data-hl-processed=”none”>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…
