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DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

myzz said:
"spot" DRAM price chart. Now I've seen it all.


lol
Click to expand...

“AI Compute Demand Drives 44% YoY Growth for Top 10 Global Fabless IC Firms in 2025​

PRESS RELEASE by TheLostSwede Today, 04:41 Discuss (1 Comment)
Continued investment in AI infrastructure by major CSPs, including purchases of GPUs and deployment of in-house ASICs, has driven strong growth among AI-related chip designers, according to TrendForce's latest findings. In 2025, the total revenue of the top 10 fabless IC design houses exceeded US$359.4 billion, up 44% YoY. NVIDIA maintained its leading position, while Broadcom moved up to second place due to increased involvement in AI, overtaking Qualcomm, which continues to depend more heavily on consumer electronics.

Industry leader NVIDIA delivered another year of record revenue, supported by its strong AI chip portfolio and computing ecosystem. The company's fourth quarter revenue from data centers accounted for as much as 90% of its total. Full-year revenue rose 65% YoY to $205.7 billion—the fastest growth among the top players—with its share of total top-ten revenue increasing further to 57%.“
 
Memory is back to normal prices

1775057000673.png
 
sharknice said:
Memory is back to normal prices

View attachment 794891
Click to expand...
cjcox said:
I laughed. But, I like dark humor.
Click to expand...

“DRAM prices predicted to jump 63% in Q2, NAND up to 75% — follows 95% jumps in Q1, Trendforce says AI server demand keeps supply tight​


NAND Flash contract prices are now rising faster than DRAM.

Conventional DRAM contract prices will rise 58% to 63% quarter-over-quarter in Q2 2026, while NAND Flash contract prices will jump 70% to 75% QoQ, according to TrendForce'slatest memory pricing survey. The increases follow a Q1 that saw DRAM contracts climb by a record 90% to 95% QoQ, meaning the rate of DRAM price growth has slowed somewhat, even as NAND Flash prices have accelerated sharply from the prior quarter's circa 60% increase.”

https://www.tomshardware.com/pc-components/dram/dram-and-nand-contract-prices-to-climb-again-in-q2
 
erek said:

“DRAM prices predicted to jump 63% in Q2, NAND up to 75% — follows 95% jumps in Q1, Trendforce says AI server demand keeps supply tight​


NAND Flash contract prices are now rising faster than DRAM.

Conventional DRAM contract prices will rise 58% to 63% quarter-over-quarter in Q2 2026, while NAND Flash contract prices will jump 70% to 75% QoQ, according to TrendForce'slatest memory pricing survey. The increases follow a Q1 that saw DRAM contracts climb by a record 90% to 95% QoQ, meaning the rate of DRAM price growth has slowed somewhat, even as NAND Flash prices have accelerated sharply from the prior quarter's circa 60% increase.”

https://www.tomshardware.com/pc-components/dram/dram-and-nand-contract-prices-to-climb-again-in-q2
Click to expand...
I laughed, however this time, it's a defense mechanism.
 
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Nobu said:
Hilarious
Click to expand...
sfsuphysics said:
Ahh gotcha... something that I quietly sigh about and often ignore, and put in the same category as "pranks" that a lot of internet idiots try to make a living from
Click to expand...

"Intel Reportedly Planning Another CPU Price Increase in May Amid Massive Demand​

by AleksandarK Today, 10:39 Discuss (11 Comments)
Intel is reportedly preparing yet another CPU price hike, adding to the previous increases implemented in February and March. According to the latest research and channel checks from Chinese market research firm Minutes Logic Society, Intel plans to add another price increase to its existing ones. In February, Intel implemented a first round of CPU price increases ranging from 10% to 15%, depending on the segment and SKU. Just a month later, the company introduced another increase in March, around 15%, with earlier reports suggesting a 10% hike for the consumer CPU sector, like the Core Ultra family of CPUs. This time, we are expecting another increase in May across the overall CPU portfolio, meaning that Intel will again raise prices by a few more percent, depending on the CPU sector, whether it is a Core Ultra CPU or a Xeon server processor.

The total cumulative goal for the price hike is about 30% higher compared to 2025 pricing. Interestingly, Intel is facing a significant problem with CPU supply that it can't address immediately. While a large portion of CPU production is internal, with Intel Foundry handling a bulk of orders, some CPUs require TSMC's silicon for Intel to ship these CPUs. Especially with multi-die packaging, where some parts are manufactured on Intel's node and others on TSMC's node, shipping is impossible until every part arrives and Intel assembles it with its advanced packaging."
 

"User Orders One, Receives 10 NVME SSDs Instead​



While we continue to suffer from high RAM and SSD prices, some users drown in free hardware.

Redditor Orders a Single WD Black SN7100 SSD, but Receives 10 Units Instead​

Who wouldn’t want free hardware, especially when it costs an arm and a leg? Such stories may or may not be 100% true, but considering that they do happen from time to time, it makes them more interesting at a time when the hardware is super expensive. RAM prices have started to decline in prices, but they are still 3-4X more expensive than they were in the pre-RAMpocalypse era."

1775339915149.png

Source: https://wccftech.com/user-orders-one-receives-10-nvme-ssds-instead/
 
“Samsung Electronics has raised Q2 DRAM prices by approximately 30% quarter-over-quarter. This follows a ~100% price increase already implemented in Q1, indicating continued pricing momentum. The sustained memory demand driven by expanding artificial intelligence (AI) infrastructure investment is assessed to remain solid.According to industry sources on April 5, Samsung Electronics is supplying Q2 DRAM at prices approximately 30% higher than Q1. The company is confirmed to have already completed price negotiations with major customers late last month and finalized supply contracts. The 30% figure represents the average price increase across all DRAM categories, including High Bandwidth Memory (HBM) as well as conventional DRAM for servers, PCs, and mobile.An industry insider familiar with the matter said, "There are still many customers looking to preemptively secure DRAM supply, so we are continuing to supply at elevated prices following Q1 increases," adding, "There are currently no signs of price stabilization or decline, particularly given AI-driven demand."Samsung Electronics had previously raised average DRAM prices by 100% in Q1. This was driven by a surge in AI accelerator shipments amid expanding AI infrastructure investment, which in turn boosted demand for HBM mounted on those accelerators. As major memory manufacturers including Samsung concentrated production capacity on HBM, conventional DRAM supply tightened, leading to sharp price increases.“

https://x.com/jukan05/status/2040640295017328881
 
erek said:
“Samsung Electronics has raised Q2 DRAM prices by approximately 30% quarter-over-quarter. This follows a ~100% price increase already implemented in Q1, indicating continued pricing momentum. The sustained memory demand driven by expanding artificial intelligence (AI) infrastructure investment is assessed to remain solid.According to industry sources on April 5, Samsung Electronics is supplying Q2 DRAM at prices approximately 30% higher than Q1. The company is confirmed to have already completed price negotiations with major customers late last month and finalized supply contracts. The 30% figure represents the average price increase across all DRAM categories, including High Bandwidth Memory (HBM) as well as conventional DRAM for servers, PCs, and mobile.An industry insider familiar with the matter said, "There are still many customers looking to preemptively secure DRAM supply, so we are continuing to supply at elevated prices following Q1 increases," adding, "There are currently no signs of price stabilization or decline, particularly given AI-driven demand."Samsung Electronics had previously raised average DRAM prices by 100% in Q1. This was driven by a surge in AI accelerator shipments amid expanding AI infrastructure investment, which in turn boosted demand for HBM mounted on those accelerators. As major memory manufacturers including Samsung concentrated production capacity on HBM, conventional DRAM supply tightened, leading to sharp price increases.“

https://x.com/jukan05/status/2040640295017328881
Click to expand...

"The key inflection point is Q3. Since production capacity across the Big 3 memory makers, including Samsung Electronics, has not yet expanded dramatically, AI-driven DRAM demand is expected to remain the decisive factor governing price trajectory going forward."
 

“Limited Capacity and Order Shifts Drive March Consumer DRAM Price Surge, Led by Sub-4Gb Products​

PRESS RELEASE by TheLostSwede Today, 08:23 Discuss (4 Comments)
Major suppliers are continuing to phase out production of mature products below DDR4, according to TrendForce's latest research on the memory industry. As supply tightens structurally, DRAM prices have already posted significant cumulative increases in recent months.

TrendForce forecasts that consumer DRAM contract prices will continue to rise by 45-50% QoQ in 2Q26 after taking into account ongoing supply reductions, order transfers, and the slower pace of capacity expansion among Taiwanese suppliers.“
 
erek said:

“Limited Capacity and Order Shifts Drive March Consumer DRAM Price Surge, Led by Sub-4Gb Products​

PRESS RELEASE by TheLostSwede Today, 08:23 Discuss (4 Comments)
Major suppliers are continuing to phase out production of mature products below DDR4, according to TrendForce's latest research on the memory industry. As supply tightens structurally, DRAM prices have already posted significant cumulative increases in recent months.

TrendForce forecasts that consumer DRAM contract prices will continue to rise by 45-50% QoQ in 2Q26 after taking into account ongoing supply reductions, order transfers, and the slower pace of capacity expansion among Taiwanese suppliers.“
Click to expand...

“Framework warns of even more rising RAM and SSD prices through 2026 as memory crisis persists — some reprieve as prices plateau in latest monthly update​

News
By Kunal Khullar published 2 hours ago
Framework warns of continued pricing pressure across components.”


https://www.tomshardware.com/laptop...ve-as-prices-plateau-in-latest-monthly-update
 
erek said:

“Framework warns of even more rising RAM and SSD prices through 2026 as memory crisis persists — some reprieve as prices plateau in latest monthly update​

News
By Kunal Khullar published 2 hours ago
Framework warns of continued pricing pressure across components.”


https://www.tomshardware.com/laptop...ve-as-prices-plateau-in-latest-monthly-update
Click to expand...

“Samsung Sees Massive 600 Percent Q1 Profit Surge as DRAM Market Tightens​

Published 2026-04-07 08:25 by Hilbert Hagedoorn

Samsung Electronics is expected to deliver one of its strongest quarterly performances on record, driven largely by a sharp upswing in the global DRAM market. Forecasts for Q1 2026 point to operating profit reaching approximately $23.7 billion, representing a year-over-year increase of around 600%. The surge is closely tied to accelerating demand for memory, particularly from AI-driven workloads and expanding data center deployments. At the center of this growth is Samsung’s semiconductor division, which has seen a dramatic improvement in profitability. Gross margins in the memory business are reported to have climbed from roughly 15% in early 2025 to near 80% in recent quarters. This level of margin expansion reflects a combination of constrained supply and sustained high demand, creating a favorable pricing environment for memory suppliers. However, the same conditions benefiting Samsung are creating challenges elsewhere in the technology sector. PC and smartphone manufacturers, both heavily reliant on DRAM, are facing increased component costs that could impact product pricing and margins. The broader effect is a shifting balance of power within the supply chain, with memory producers gaining leverage over downstream industries.“

https://www.guru3d.com/story/samsun...cent-q1-profit-surge-as-dram-market-tightens/
 

"Dell CEO Says AI Memory Demand Will Explode To ‘Unimaginable Levels’ By 2028, Leaving No Option For Buyers Other Than Paying Whatever’s Demanded​

Dell's CEO, Michael Dell, has discussed his estimates of the AI memory supercycle at a recent event, claiming that the explosive demand will persist for several years.

If Hyperscalers Do Not Spend Money on Memory, There's a Fear Within Them of Getting Behind the Competition​

We have been tracking the memory supply chain for quite some time now, noting that the supply-demand gap has widened in the past few quarters; however, questions remain about how long we will see such conditions in the memory industry. Following the recent TurboQuant fiasco and the wider selloff within memory companies, there was a perception out there that somehow, the industry will now see a decline in demand; however, according to Dell's CEO, he expects the supercycle to persist moving up to 2028, and more importantly, the need for DRAM will increase signifcantly higher than where it is today."

https://wccftech.com/dell-ceo-says-ai-memory-demand-will-explode-to-unimaginable-levels-by-2028/
 
erek said:

"Dell CEO Says AI Memory Demand Will Explode To ‘Unimaginable Levels’ By 2028, Leaving No Option For Buyers Other Than Paying Whatever’s Demanded​

Dell's CEO, Michael Dell, has discussed his estimates of the AI memory supercycle at a recent event, claiming that the explosive demand will persist for several years.

If Hyperscalers Do Not Spend Money on Memory, There's a Fear Within Them of Getting Behind the Competition​

We have been tracking the memory supply chain for quite some time now, noting that the supply-demand gap has widened in the past few quarters; however, questions remain about how long we will see such conditions in the memory industry. Following the recent TurboQuant fiasco and the wider selloff within memory companies, there was a perception out there that somehow, the industry will now see a decline in demand; however, according to Dell's CEO, he expects the supercycle to persist moving up to 2028, and more importantly, the need for DRAM will increase signifcantly higher than where it is today."

https://wccftech.com/dell-ceo-says-ai-memory-demand-will-explode-to-unimaginable-levels-by-2028/
Click to expand...
That's why these companies are retarded. If there's no consumers to use the AI because they can't even afford new computers ...

I really, really, really, really, really hope most of these companies lose trillions of dollars and this all flops on an epic scale.
 
Shoganai said:
That's why these companies are retarded. If there's no consumers to use the AI because they can't even afford new computers ...

I really, really, really, really, really hope most of these companies lose trillions of dollars and this all flops on an epic scale.
Click to expand...
I expect AI to flop but the companies will take some time to feel the impact. Microsoft is one of the most profitable companies in the world and they are desperate to claw some ad revenue off google/youtube. it is an arms race

google might eventually survive this as they are using custom TPUs (by broadcom) for training. they have now even started selling TPUs to open AI's competitor Claude (which is already profitable if you consider inference only loads & ignore training costs)

hardware companies like nvidia, AMD, & tsmc will make a killing. samsung is on track to become the most profitable company in the world this year

maybe by 2029-2030 things will start slowing down. it all depends on when Microsoft decides that they have burnt enough cash on this
 
Last edited:
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Shoganai said:
That's why these companies are retarded. If there's no consumers to use the AI because they can't even afford new computers ...

I really, really, really, really, really hope most of these companies lose trillions of dollars and this all flops on an epic scale.
Click to expand...
That's the end goal. We will all just be forced to use dumb terminals and pay subscriptions to everything we use on them. You will own nothing and love it!
 
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sfsuphysics said:
I do expect this, but unfortunately I also expect the tab of the fallout to fall in the hands of ordinary people like the last banking fiasco did.
Click to expand...
Yup, the tech companies taking huge risks and making bad bets will get big-time government handouts when the time comes. That they’re all doing these circular investments makes me think it’s a strategy to ensure they all require some degree of bailouts.

This will be like us bailing out the car companies after ‘08, except 100 times worse and doing so won’t even meaningfully save jobs. A mountain of tax dollars just to lessen the bubble burst and minimize the inevitable recession …and regular people will be left holding the bag.

/rant
 
erek said:

"Dell CEO Says AI Memory Demand Will Explode To ‘Unimaginable Levels’ By 2028, Leaving No Option For Buyers Other Than Paying Whatever’s Demanded​

Click to expand...

They're playing a risky game, but they hold very little risk because the guvment will bail them out in a hot second. Either prices fall or the industry falls. They know this. Spend, spend, spend, things crash, and they get bailed out to survive while taking huge salaries and bonuses.

Let them crash. If they risked it all on a bad investment in AI while hurting consumers, consumers shouldn't have to pay for their mistakes. If it applies to the normal person, it should apply to these huge industries. Too big to fail? Nah. Let them. Take risks on things you know are going to pay off and reap the rewards.
 
Shoganai said:
That's why these companies are retarded. If there's no consumers to use the AI because they can't even afford new computers ...

I really, really, really, really, really hope most of these companies lose trillions of dollars and this all flops on an epic scale.
Click to expand...

You don't really need a computer to stream anything consumer AI related so I doubt it matters much for the consumer computer market.
 
Flogger23m said:
You don't really need a computer to stream anything consumer AI related so I doubt it matters much for the consumer computer market.
Click to expand...
Um ... what? If you can't afford a computer then you have nothing to "stream" AI on. I wasn't talking about people running LLMs locally on their computer. That doesn't even make any sense. Almost nobody does that except for AI devs and hobbyists running and testing things on their computers with mega craptons of RAM ... which ... as we are noticing ... is going to become less of a thing if RAM keeps skyrocketing in price.
 
Shoganai said:
Um ... what? If you can't afford a computer then you have nothing to "stream" AI on. I wasn't talking about people running LLMs locally on their computer. That doesn't even make any sense. Almost nobody does that except for AI devs and hobbyists running and testing things on their computers with mega craptons of RAM ... which ... as we are noticing ... is going to become less of a thing if RAM keeps skyrocketing in price.
Click to expand...
I think they were referring to cloud based LLMs. Outside of high-end enthusiast computing, midrange is still affordable, as you do not need 64gb, even running local models.

https://store.minisforum.com/products/minisforum-bd895i-se-motherboard?variant=47812059922677
mobo and cpu for $295
https://www.amazon.com/Crucial-5600...T2K16G56C46S5/dp/B0BLTDRRLF/ref=sr_1_3?sr=8-3
32gb $323
https://www.newegg.com/xfx-swift-rx...le-fans/p/N82E16814150915?Item=9SIAD2CKU52066
9070 $620

It's better than the mining days, when there were zero stock. Then there were the scalpers... There were also periods of times that had the same effect.
 
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BravO))) said:
I think they were referring to cloud based LLMs. Outside of high-end enthusiast computing, midrange is still affordable, as you do not need 64gb, even running local models.

https://store.minisforum.com/products/minisforum-bd895i-se-motherboard?variant=47812059922677
mobo and cpu for $295
https://www.amazon.com/Crucial-5600...T2K16G56C46S5/dp/B0BLTDRRLF/ref=sr_1_3?sr=8-3
32gb $323
https://www.newegg.com/xfx-swift-rx...le-fans/p/N82E16814150915?Item=9SIAD2CKU52066
9070 $620

It's better than the mining days, when there were zero stock. Then there were the scalpers... There were also periods of times that had the same effect.
Click to expand...
Are you joking? Those RAM sticks were 75 dollars a year ago.
 
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Shoganai said:
Are you joking? Those RAM sticks were 75 dollars a year ago.
Click to expand...
Yeah, and video cards had been unfindable before that. The fact is, computing has become even more essential to business, and it is only expanding. I hate to say it, but the writing was on the wall a few months ago. People waiting for computer part prices to go down, in a market that is expanding heavily into hardware, are kind of taking a risk waiting. I'm sorry to say this, but prices don't come down in a high demand environment. They go up. Awareness of the market is only worth something if you act on it.
 
BravO))) said:
Yeah, and video cards had been unfindable before that. The fact is, computing has become even more essential to business, and it is only expanding. I hate to say it, but the writing was on the wall a few months ago. People waiting for computer part prices to go down, in a market that is expanding heavily into hardware, are kind of taking a risk waiting. I'm sorry to say this, but prices don't come down in a high demand environment. They go up. Awareness of the market is only worth something if you act on it.
Click to expand...
Waiting always works because there's no way computing at these prices is sustainable. Which means at some point it will be made sustainable. We already know of Intel's ZAM and CXMT will begin to ramp up production. On top of that, we know OpenAI is currently a house of cards as they may not be able to pay for the ram they ordered, which is about 40% of the global ram. On top of that, data centers which are the main reason we're seeing this crisis, are halted, delayed, and cancelled across USA and Europe. Maine is the first state to out right ban data centers. We're seeing data centers raising the temperature to areas around them by 16 degrees Fahrenheit. None of this is sustainable. The high demand environment will eventually go away.

One things for certain is the stock market is currently broken and there's no reason for these AI companies to be evaluated as highly as they are. It's concerning when a random Swedish man can train an open source AI model in his own bedroom that outperforms ChatGPT4.

View: https://youtu.be/aV4j5pXLP-I?si=OJwpBQg7VTGI0HsC
 
BravO))) said:
Yeah, and video cards had been unfindable before that. The fact is, computing has become even more essential to business, and it is only expanding. I hate to say it, but the writing was on the wall a few months ago. People waiting for computer part prices to go down, in a market that is expanding heavily into hardware, are kind of taking a risk waiting. I'm sorry to say this, but prices don't come down in a high demand environment. They go up. Awareness of the market is only worth something if you act on it.
Click to expand...
This is not even remotely the same situation and treating it as the same is intellectually dishonest. This isn't a case of supply and demand. This is a case of the most powerful and richest companies at the top of food chain buying up the world's supply of something that is used in nearly everything with a power button. Please stop trying to dilute the seriousness of this situation. It's affecting literally everyone on the planet ... not just one country ... not to mention the increased energy and water demands from all this nonsense.
 

"The AI RAM Shortage is Also Driving Up SSD Prices (theverge.com)21​

Posted by EditorDavid on Saturday April 11, 2026 @01:34PM from the thanks-for-the-memory dept.
In 2024 the Verge's consumer tech reporter paid $173 for a WD Black SN850X 2TB SSD. But "now that same SSD costs $649..."

"Like with RAM, demand from the AI industry is swallowing up supply from a limited number of manufacturers, leading to a drastic reduction in the inventory that's available to consumers" — and skyrocketing prices:The price on my WD Black drive nearly quadrupled since November 2025, and consumer SSDs across the board are seeing similar increases, much like with RAM. The 4TB version of the popular Samsung 990 Pro SSD previously cost $320, but will now run you nearly $1,000. External SanDisk SSDs saw a 200 percent price hike at the Apple Store in March....

According to price trends from PC Part Picker, NVMe SSD prices began ticking upward in December 2025, with prices on 256GB to 4TB SSDs now double or triple what they were just a few months ago, and continuing to climb."
 
Shoganai said:
This is not even remotely the same situation and treating it as the same is intellectually dishonest. This isn't a case of supply and demand. This is a case of the most powerful and richest companies at the top of food chain buying up the world's supply of something that is used in nearly everything with a power button. Please stop trying to dilute the seriousness of this situation. It's affecting literally everyone on the planet ... not just one country ... not to mention the increased energy and water demands from all this nonsense.
Click to expand...
How? By recounting the highs and lows of the computer market over the years? By implying 32gb of ram for 300 dollars is better than out of stock video cards, or them being 2x the price from scalpers? Then there is Thailand floods, Taiwan earthquakes, and other events that have impacted prices in the past. Duke is right, in that it isn't sustainable, and eventually this will be a phase, just like the problems of the past. If you are going to blame anyone, I would point the finger at dram manufacturing for not expanding. They applied lessons learned from the mining crash, but applied them to an expanding market. You also have to understand, big industrial players got screwed as well. Should we blame AI, when dram manufactures decided not to expand, when they could have? No one is benefiting from the shift in prices, except those making the chips. Do you think server farms related to AI want to pay 6x the price of what they were?
 
BravO))) said:
How? By recounting the highs and lows of the computer market over the years? By implying 32gb of ram for 300 dollars is better than out of stock video cards, or them being 2x the price from scalpers? Then there is Thailand floods, Taiwan earthquakes, and other events that have impacted prices in the past. Duke is right, in that it isn't sustainable, and eventually this will be a phase, just like the problems of the past. If you are going to blame anyone, I would point the finger at dram manufacturing for not expanding. They applied lessons learned from the mining crash, but applied them to an expanding market. You also have to understand, big industrial players got screwed as well. Should we blame AI, when dram manufactures decided not to expand, when they could have? No one is benefiting from the shift in prices, except those making the chips. Do you think server farms related to AI want to pay 6x the price of what they were?
Click to expand...
1775939382568.png
 
erek said:
View attachment 796557
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And? Takes money to make money. 128gb is not consumer level. It is what it is, because it is a competitive in demand market. It won't always be like that, but atm, high-end large capacity ram is an investment, not a hobby. There are a lot of ways to run local LLMs for cheap, and there are powerful models that can run on moderate hardware. Above that, you are getting into a realm that every work related field is converging on at the same time.
 
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