Industry Newsdramhbmai datacentermemory pricing
DRAM Prices Remain Elevated Through 2026
9.0
TechInsights analyst James Sanders tells The Register that DRAM prices will not peak until at least 2026, after memory pricing surged 88% in 2024. He attributes the shortage to AI-driven demand redirecting wafers toward HBM and long three- to five-year fab ramp times, forcing higher spot pricing and premium HBM allocations. Vendors expect a temporary settlement in 2027 before renewed demand.
Key Points
- 1Projecting DRAM prices to peak in 2026 after 88% price growth during 2024.
- 2AI datacenter demand redirects wafers to HBM, creating supply constraints and market segmentation.
- 3Practitioners face higher spot pricing and longer procurement cycles; vendor capacity ramps take three to five years.
Scoring Rationale
Strong market data and vendor statements drive high impact, limited by being an industry forecast rather than a technical breakthrough.
Sources
Public references used for this report.
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