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The server market notes North American cloud providers as the growth engine, with enterprise OEMs cautious, and AI servers plus efficient cooling as priorities. Key players like Compal and Supermicro focus on AI servers and new cabinet offerings, eyeing Middle East opportunities and regional capacity, while shipment timing is influenced by regional plant starts.
The DRAM market is robust, with prices surging across contract and spot sectors, firmly establishing a seller-driven environment due to tightening supply. Micron's AI-driven performance and HBM leadership are stellar, with continued price increases expected as supply remains constrained.
Sep consumer DRAM contract price growth slowed. Looking ahead, strong CSP server demand displaces capacity, pushing 4Q25 consumer DRAM to double-digit hikes, with the rally extending into 1H26.
2025 DRAM contract prices are rising. Manufacturers prioritize strong server demand, tightening PC DRAM supply. OEMs may adjust procurement strategies to counter future price hikes.
Sept 2025 server DRAM contract prices surged due to persistent CSP demand, with DDR5/DDR4 increasing. 8000MT/s modules will see accelerated adoption. Strong 2026 demand and tight supply are set to extend price increases.
Tight DRAM supply fuels rising contract/spot prices. Low supplier inventory driven by strong US CSP demand. Client stock levels vary, but continued price hikes are expected.
Robust AI server demand, driven by NVIDIA, AMD, and CSP custom ASICs, propels market growth. DDR5 is mainstream, yet DDR4 sees extended life and price rebound from storage needs. AMD and ARM challenge Intel in CPUs. 2Q25 server DRAM revenue increased, with high-capacity modules boosting average prices, forecasting continued strong AI server growth.
4Q25 memory prices continue upward. Strong AI demand from US CSPs and HDD shortages boosting enterprise NAND Flash are key. Suppliers prioritize profit, tightening old process supply.
This bulletin covers CSP and OEM trends; North CSPs expand AI buildout, China faces headwinds and uncertain demand.
Cloud demand tightens memory supply, boosting contract prices. Spot market is soft, yet prices rise. A slight shortage supports prices, but outlook is cautious due to policy shifts.
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