Server DIMM Price Nov. 2025

Last Modified

2025-11-28

Update Frequency

Monthly

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PDF

Server DRAM contract prices surge in 2025 due to tight supply and low inventory. Cloud firms and OEMs accept price hikes, while suppliers accelerate capacity expansion to meet rising 2026 demand; further supply-demand changes warrant monitoring.

Key Highlights

Server DRAM contract prices sharply rise at end-2025 amid tighter supply, with most CSPs and OEMs accepting higher prices.
Major suppliers raise prices, led by Korean firms, pushing up market rate.
Low supplier inventory prompts price hikes to boost market share and profits.
CSPs maintain strong demand and generally accept hikes; OEMs, despite profit pressure, follow suit to secure supply.
Price differentiation between clients is limited, similar price hikes across module specifications.
2026 supply and purchasing agreements mostly finalized, with allocation based on actual client demand and partnerships.
US-based CSPs lead demand growth, followed by Chinese CSPs; OEMs grow more slowly.
Suppliers plan aggressive capacity expansions and process upgrades, especially for server DRAM output.
Chinese vendors are ramping up high-capacity module supply, increasing their market share.
2026 faces confirmed supply tightness; supply dynamics for 2027 and beyond require ongoing monitoring.