Driven by AI Agent computing expansion and third-party outsourcing demand, server shipments and CPU requirements have been revised upward. Memory suppliers face severe capacity constraints due to shifting production toward high-bandwidth memory, driving contract prices up significantly and increasing the share of high-capacity modules. As buyers actively build buffer inventory to prevent assembly bottlenecks, the structural supply shortage is expected to persist over the coming years.

Key Highlights

• Demand & CPU Trends: Widespread adoption of AI Agents and surging inference workloads are driving cloud service providers to expand computing infrastructure. Major CPU architectures have seen upward demand revisions, while custom architecture penetration in cloud data centers continues to rise.
• Memory Market & Pricing: Driven by simultaneous deployments of AI and general servers, server DRAM faces low fulfillment rates. Contract prices have surged, with high-capacity module shipments taking an increasing share of the market.
• Supply Bottlenecks & Outlook: Suppliers are prioritizing high-bandwidth memory production, reducing standard DRAM inventory to historic lows. Buyers are aggressively accumulating inventory to mitigate assembly risks. Long-term agreements indicate that memory supply growth continues to lag behind CPU growth, prolonging supply tightness and price hikes into future years.
• Regional & Vendor Dynamics: Leading Korean and US suppliers are focusing capacity on core cloud partners, whereas Chinese suppliers are experiencing rapid shipment growth fueled by localization policies and domestic demand.

Table of Contents

1. 2Q26 Server DRAM Manufacturer Revenue Ranking
   • 2Q26 Revenue Ranking among Server DRAM Suppliers
2. Server DRAM Manufacturer Analysis and Outlook
3. Analysis on Server CPU& GPU Market
4. Analysis of Demand Side of Server Market

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