Technology

Server memory prices to double year-over-year in 2026, LPDDR5X prices could follow — 'seismic shift' means even smartphone-class memory isn't safe from AI-induced crunch

Source

Tom's Hardware

Published

Nov 19, 2025

TL;DR

AI Generated

DRAM prices have surged due to shortages, with server-grade DDR5 prices expected to double by late 2026. The use of LPDDR5X memory by Nvidia in its CPUs is also driving up prices, impacting smartphone-class memory. The shortage of new DRAM manufacturing capacity and increased demand for HBM memory are contributing to the price hikes. This trend is likely to affect various industries, including DIY PC, automotive, server, and smartphone manufacturing sectors. The shortage could lead to a significant increase in memory prices, affecting budget smartphones first and potentially leading to bill-of-materials increases for mid-tier and premium devices.

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Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tighten

Samsung and SK hynix are warning of AI-driven memory shortages potentially lasting until 2027 and beyond, with HBM demand surging. The companies are struggling to meet demand as customers reserve supply years in advance, impacting the broader DRAM market. The shortages are fueled by the need for high-speed memory in AI infrastructure, particularly HBM, which is challenging to manufacture. Despite efforts to develop alternative memory technologies, the demand for existing memory remains overwhelming, prompting companies to invest in expanding production capacity. The memory crunch is part of a larger trend of resource shortages in the tech industry due to the rapid growth of AI infrastructure.

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