In China’s spot market, vendors are quoting prices that put a box of 100 high-capacity DDR5 server memory modules at roughly ...
Samsung Electronics (SSNLF) and SK hynix (HXSC.F) are looking to raise prices for server memory by up to 70% in the first ...
Industry analysts expect a major increase in DDR5 costs in 2026, driven by tightening supply and shifting priorities across ...
Driven by the AI boom, global computer memory prices have entered a record growth cycle, with DRAM increases outpacing gold ...
As chipmakers prioritize AI server production, memory prices are expected to surge by 70%, causing a significant market shift ...
The value of servers shipped is also increasing, driven by the shift to AI servers that feature expensive GPUs. IDC predicts ...
TrendForce's latest investigations indicate that DRAM suppliers in 1Q26 will continue to reallocate advanced process nodes and new capacity toward server and HBM products to support rising AI server ...
After my last blog post, Server Memory: What Drives its Growth, I had a couple of people ask me, “If server memory has increased by so much in the last four years, what effect has that had on the ...
Samsung Electronics and SK hynix face surging demand as Apple, Google, Microsoft, Nvidia and Amazon scramble for DRAM amid a ...