Server DIMM Price Apr. 2026

Last Modified

2026-04-30

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Monthly

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Driven by supply shortages and bottoming supplier inventories, server memory makers now hold absolute pricing power, leading to continuous and substantial upward revisions in contract prices. Although suppliers are shifting mobile capacity to servers to boost supply, robust demand fueled by cloud providers' expanding capital expenditures on AI and data centers keeps the supply gap wide open. Consequently, the long-term price outlook remains bullish.

Key Highlights

Supplier Dominance: Depleted inventories grant suppliers absolute bargaining power, driving massive short- and long-term contract price hikes.
Capacity Shift: Weak smartphone demand prompted suppliers to reallocate mobile memory capacity heavily to server modules.
AI-Driven Capex: Expanding AI applications and data center investments by cloud providers sustain relentless demand, keeping the supply gap wide open.

Category: DRAM , AI/HBM/Server

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Server DIMM Price Apr. 2026