Server DRAM prices surge up to 50% as AI-induced memory shortage hits hyperscaler supply — U.S. and Chinese customers only getting 70% order fulfillment

Server DRAM prices have surged by up to 50% due to a shortage induced by AI demand, leading to major U.S. and Chinese hyperscalers receiving only 70% of their ordered memory. This shortage is affecting DDR5 RDIMMs as well, with Samsung and SK hynix prioritizing capacity for AI-related components. Micron and TrendForce have warned of tight supply and increasing prices, with smaller OEMs facing even lower order fulfillment rates. The market is expected to face constrained DRAM allocation for non-major buyers until 2026, with DDR4 prices declining and DDR5 prices on the rise.