服务器DRAM价格上涨50%，人工智能导致内存短缺影响大型云服务提供商。

服务器DRAM价格上涨50%，人工智能导致内存短缺影响大型云服务提供商。
Server DRAM prices surge 50% as AI-induced memory shortage hits hyperscalers

原始链接: https://www.tomshardware.com/pc-components/storage/server-dram-prices-surge-50-percent

DRAM市场正经历严重供应短缺，服务器内存受到的影响尤为严重。主要超大规模云服务提供商目前仅收到其订购的70%的DRAM，尽管他们已经同意价格上涨高达50%。这受到内存需求激增的推动——包括HBM和传统的DDR5，这都源于人工智能的繁荣。三星和SK海力士正在优先生产面向人工智能的组件，从而减少了服务器DRAM的产能。现货价格大幅上涨（DDR5 16GB模块翻倍至约13美元），供应商正在限制报价。虽然超大规模云服务提供商已经获得了分配，但较小的OEM和渠道厂商面临的交货率低至35-40%。美光预测持续的紧张局面将持续到2025年，TrendForce建议可能出现价格冻结。DDR4的产量正在下降，进一步加剧了这个问题。除非需求下降或生产良率显著提高，否则广泛的DRAM分配限制预计将持续到2026年。

The DRAM supply chain is choking, and server memory is taking the first hit. According to DigiTimes, major U.S. and Chinese hyperscalers are now receiving just 70% of the server DRAM they order. That’s despite agreeing to contract price increases of up to 50% for Q4, well above the 30% hike many buyers had budgeted for earlier this year.

Naturally, AI sits at the core of all this. While it’s HBM that gets the headlines, demand for conventional DDR5 RDIMMs is also outpacing supply, particularly at advanced nodes where Samsung and SK hynix have diverted capacity toward parts bound for AI acceleration. Samsung’s recent pricing adjustments confirm the reprioritization, with the company having raised server SSD prices by up to 35% and RDIMM contract rates by as much as 50%, citing sustained demand from enterprise and cloud customers.

What’s left is a market where even the largest buyers can’t secure enough memory. Spot prices have surged since late September, and several top-tier suppliers are reportedly refusing to quote for October allocations. DDR5 16 GB modules that traded at $7 to $8 last month are now hovering around $13, with availability tightening further into November. Module makers are bracing for out-of-stock situations by the end of the quarter.

Micron warned of this in its most recent earnings call, telling investors that DRAM is a “tight industry” and that bit supply growth will lag demand through the end of next year. TrendForce also flagged a potential quote freeze across certain modules, as suppliers shift to day-to-day pricing in China and avoid locking themselves into bad deals.

This is causing retail DDR5 prices to creep upward, with no sign of stabilization before year’s end. DDR4, meanwhile, is in slow decline. China's Nanya Technology recently said standard DDR4 makes up just 20% of the total DRAM market, and it’s no longer being prioritized for volume production. Unless demand unexpectedly cools or yields improve sharply, DRAM allocation for everyone outside the top buyers will be constrained into 2026.

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服务器DRAM价格上涨50%，人工智能导致内存短缺影响大型云服务提供商。 Server DRAM prices surge 50% as AI-induced memory shortage hits hyperscalers

服务器DRAM价格上涨50%，人工智能导致内存短缺影响大型云服务提供商。
Server DRAM prices surge 50% as AI-induced memory shortage hits hyperscalers