Samsung, SK Hynix, and Micron plan to release DDR5 memory in 2026. Samsung The industry faces a severe shortage of memory manufacturing capacity. AI data centers absorb memory production at a rapid pace. This demand drives prices higher in many regions. Analysts expect the shortage to persist until at least the fourth quarter of 2027.
The new DDR5 configuration targets a 16GBx2 setup. Pricing trends vary significantly across global markets. Prices in the United States face a 400% increase. European and Australian markets may see a slight decrease in early 2026. The global availability for these modules is set for 2026.
Tom Mainelli notes that the industry remains far from stabilization. He states that supply shortages continue to persist. Dave Altavilla observes a structural imbalance between supply and demand. Patrick Moorhead estimates that building new memory capacity takes three to four years.
Global availability set for 2026 despite severe capacity constraints
The market structure shows a prolonged imbalance between supply and demand. Memory capacity expansion requires significant time and investment. The shortage of memory ICs intensifies as production focuses on high-bandwidth memory. AI demand continues to drive overall market growth. The industry must address these structural challenges to meet future needs.
Source: pcworld.com
Discussion
0 comments
Log in to join the thread with a thoughtful take, question, or correction.