Server DRAM Industry Analysis－2Q26

Last Modified

2026-06-09

Update Frequency

Quarterly

Format

PDF

AI demand and proprietary chip adoption drive upward revisions in global server shipments. Despite supply bottlenecks, memory face severe shortages and soaring prices. AMD and alternative architectures gain market share, putting pressure on the traditional market leader.

Key Highlights

Shipment Forecast Revisions: Driven by robust AI application demand, global server and AI rack shipment outlooks are revised upward, though limited by component supply bottlenecks.
Processor Market Shift: Competitors erode the dominant giant's market share with superior power efficiency. Concurrently, hyperscalers accelerate proprietary architecture adoption, steadily increasing its penetration.
Severe Memory Shortage: Advanced AI computing boosts demand for high-capacity memory modules. With manufacturer inventories hitting rock bottom, server memory revenues surged, triggering sharp and prolonged contract price hikes.

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