DRAM Supply Chain Crisis: Insights for AI & Tech Professionals
The DRAM supply chain is facing unprecedented challenges, significantly impacting server memory availability. Major players in the industry are grappling with severe supply constraints.
- Supply Shortfalls: U.S. and Chinese hyperscalers are receiving only 70% of their ordered server DRAM, despite contract price increases of up to 50%.
- AI Demand Shift: The growing appetite for AI is prioritizing HBM and DDR5 RDIMMs, causing traditional buyers to scramble for limited resources.
- Price Increases: Server SSD prices have risen by up to 35%, while DDR5 prices surged from $8 to $13, with further increases expected.
Key industry players are signaling a tightening market:
- Lower Priority Orders: Smaller OEMs face fulfillment rates as low as 35-40%, pushing them to the spot market.
- Future Forecast: Micron highlights tight conditions persisting through 2026.
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