The global DRAM market is experiencing the “strongest in history” cycle of price increases. Since July 2025, DRAM prices have continued to rise rapidly, with most categories increasing by more than 100%. According to PCPartPicker data, the prices of DDR4 and DDR4 have increased 2-3 times in 5 years. Entering 2026, not only has this round of price increases not been relaxed, but the pace of price changes has accelerated. Industry research shows that AI servers demand 8-10 times that of ordinary servers. Currently, they consume 53% of the world's monthly production capacity, and demand for massive high-end storage directly squeezes the production capacity allocation of consumer-grade memory. The world's leading cloud service providers have launched huge purchase orders, further exacerbating the trend of original manufacturers leaning towards server storage capacity.

The global DRAM market is experiencing the “strongest in history” cycle of price increases. Since July 2025, DRAM prices have continued to rise rapidly, with most categories increasing by more than 100%. According to PCPartPicker data, the prices of DDR4 and DDR4 have increased 2-3 times in 5 years. Entering 2026, not only has this round of price increases not been relaxed, but the pace of price changes has accelerated. Industry research shows that AI servers demand 8-10 times that of ordinary servers. Currently, they consume 53% of the world's monthly production capacity, and demand for massive high-end storage directly squeezes the production capacity allocation of consumer-grade memory. The world's leading cloud service providers have launched huge purchase orders, further exacerbating the trend of original manufacturers leaning towards server storage capacity.