Unverified50% confidenceFactExact time
Since the second half of 2024, DRAM prices have entered a new upward cycle, driven by reasons including a surge in demand for HBM from AI servers causing memory manufacturers to shift production capacity toward HBM, thereby squeezing supply of conventional DDR5.
1
Sources
50%
Confidence
Medium-term (~90 days)
Relevance
9/6/2026
First Seen
Valid until: 12/5/2026
Sources
Related Entities
Related Claims
UnverifiedThe core driver of this round of memory price increases is the surge in demand for HBM (High Bandwidth Memory), with AI server demand squeezing the supply of memory and SSDs in the consumer market73% similarUnverifiedThe core driver of this round of price increases is the explosive growth in HBM demand, as AI accelerator cards such as NVIDIA's H100/H200 make heavy use of HBM, prompting Samsung and SK Hynix to redirect a significant proportion of their DRAM capacity toward HBM production.73% similarUnverified内存涨价潮（Ramageddon）由AI产业对HBM需求暴增驱动，三星、SK海力士和美光将产能向HBM和服务器级DDR5倾斜导致消费级LPDDR5X内存价格攀升70% similarUnverifiedThe per-unit price of HBM3e is more than 5 to 8 times that of conventional DRAM of the same capacity.66% similarUnverifiedAccording to industry estimates, the DRAM wafer area consumed in producing one HBM3e chip is equivalent to producing approximately 5–6 standard DDR5 memory modules66% similar
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