Server DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled
Server DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled
admin 12 hours agoServer memory has become the scarcest commodity in tech.
Samsung and SK Hynix quietly circulated fourth-quarter contract appendix that retroactively increased RDIMM prices by 40-50%. Even hyperscalers that signed agreements in August must now pay the new rate or risk losing their queue position. The two Korean manufacturers simultaneously reduced confirmed allocations by 30%, pushing Tier-1 U.S. and Chinese cloud order books to an effective 70% fill rate and eliminating the safety stock most buyers believed they had secured. Module manufacturers such as Kingston and ADATA now pay $13 for 16 GB DDR5 chips that cost...
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Samsung and SK Hynix quietly circulated fourth-quarter contract appendix that retroactively increased RDIMM prices by 40-50%. Even hyperscalers that signed agreements in August must now pay the new rate or risk losing their queue position. The two Korean manufacturers simultaneously reduced confirmed allocations by 30%, pushing Tier-1 U.S. and Chinese cloud order books to an effective 70% fill rate and eliminating the safety stock most buyers believed they had secured. Module manufacturers such as Kingston and ADATA now pay $13 for 16 GB DDR5 chips that cost...
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