Since September, the memory market has been completely under pressure.
The major players in artificial intelligence (Microsoft, NVIDIA, Meta, Amazon...) absorbing a colossal share of the global production of DRAM , especially for their servers and AI GPUs.
👉 In plain language: standard DRAM production (including DDR5 for PC) is now in direct competition with HBM and server-grade production, which is much more profitable.
In addition to this:
- a limited production capacity (Micron and SK Hynix have announced stocks of less than 8 weeks),
- contractual DRAM prices up by +40 to +60% from the third quarter of 2025,
- and a domino effect on DDR4, whose chains are gradually reassigned to DDR5.
Result: a real shortage, not just a speculative effect - and prices are soaring.































