AI Demand Drives DRAM Prices Up by 63% This Quarter
TL;DR. DRAM prices are projected to increase by over 50% this quarter due to ongoing high demand from AI servers and constrained supply. - Quarterly DRAM prices doubled in Q1, with conventional DRAM contract prices rising up to 98% during the period. - Memory chipmakers saw an 81% revenue spike, reaching $97 billion, largely driven by AI server demand. - Hyperscale customers accept higher prices, shifting supply away from PC and smartphone vendors. - Shortages could persist until 2030, as manufacturers prioritize High Bandwidth Memory (HBM) for AI.
- DRAM prices are forecast to rise by 58-63% in Q2 due to AI server demand.
- Conventional DRAM contract prices increased up to 98% in Q1.
- Memory chip revenue surged 81% to $97 billion in Q1, benefiting top suppliers.
- Shortage impacts PC and smartphone availability as hyperscalers secure AI memory.
- Key suppliers like Samsung, SK hynix, and Micron prioritize HBM production, extending the shortage.