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Server DIMM Price Jul. 2025
Last Modified
2025-07-31
Update Frequency
Monthly
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Server module prices rise as CSPs drive demand; DDR4 faces tight supply and price hikes, DDR5 prices lifted by high-capacity modules. However, demand growth is expected to slow in 2026, leading to a price downturn.
Key Highlights
- CSPs like Microsoft, Alibaba, Google, and Oracle are actively adding server DRAM orders, driving demand and price increases.
- DDR4 faces tighter supply as manufacturers shift capacity from PCs and consumer products to servers, pushing contract prices higher within expected ranges.
- Strong demand for high-capacity DDR5 modules, mainly for Open AI applications, leads to stable price increases, though some premiums are converging to standard prices.
- Order visibility has extended through the third quarter; suppliers are increasing allocations, and some delivery agreements with CSPs are being extended, with DDR4 price volatility expected to ease as it nears end-of-life.
- In 2026, CSP capital expenditure growth will slow, server procurement will focus on AI servers, and demand growth will decline, possibly turning server DRAM prices downward in 2026 or earlier at the end of 2025.
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Category: DRAM , AI Server/HBM/Server
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