Server DIMM Price Dec. 2025

Last Modified

2025-12-31

Update Frequency

Monthly

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PDF

Server DRAM prices surge due to depleted inventory and robust AI demand. HBM expansion squeezes standard supply, causing shortages. Suppliers prioritize major CSPs, cutting allocations for others. Significant price hikes are expected to continue as buyers scramble to secure stock.

Key Highlights

Price Trend: Prices are skyrocketing due to exhausted inventory and add-on orders, with suppliers projecting continued hikes.
Supply Crunch: HBM production expansion is crowding out conventional DRAM supply, tightening overall availability.
Demand Growth: AI adoption drives higher server shipments and density; CSPs accept higher costs to ensure supply.
Allocation Strategy: Suppliers prioritize stable major clients (US CSPs), while cutting long-term allocations for less consistent buyers.