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

“Memory Prices Break a Record With Nearly 500% Surge in the Last 12 Months​

by AleksandarK Today, 10:16 Discuss (7 Comments)
Memory pricing is a hot topic these days as consumers struggle to purchase any, with little hope of prices dropping. Memory costs are reaching new all-time highs, with various trackers reporting that prices in August this year are up to five times more expensive than the same month last year for DRAM kits. According to data from PCPartPicker, DDR5 memory prices have increased anywhere from 372% for 2 x 16 GB 4,800 MT/s kits to 485% for 2 x 32 GB kits running at 5,600 MT/s. A 6,000 MT/s 64 GB kit, which used to cost $222, is now considered a luxury investment at an astounding $1,272. At the TechPowerUp editorial team, we remember when that was the entire budget for building a very decent high-end gaming PC.

PCPartPicker also shows that DDR4 kits have increased by 120% to 177%, which is still significant but mainly affects those using the older DDR4 technology. For those on a newer DDR5 platform, the change is much more pronounced. Note that PCPartPicker only tracks pricing in the United States, while German websites like ComputerBase have reported a 345% year-over-year increase for August in the Eurozone, which is much higher than anything seen before. With no signs of slowing down, we might see even higher year-over-year changes.“
 
LukeTbk said:
Ram that has yet to be made being sold has very little impact in current ram available and its price. What it does it helping financing the current build out of future capacity.
Click to expand...
And we're paying for it, much like our electricity bill.
Of course the problem is that they cannot make ram fast enough....
Click to expand...
Which is why we should let CXMT sell their ram to USA.
that a bit dramatic, look at costco PC price... $2000 give you right now a really nice 9800x3d with 32GB of DDR5 ram and a RTX 5070, it is not the greatest time, but it is not back to super high 1994 price level yet either...
Click to expand...
I spent less than $700 to build my PC...
Right now they are a bit slow and dram is a bit of an world affair, as long as china made memory is used, it reduced world price a bit regardless of by who, and everything they make is bought.
Click to expand...
Yea but it'll be the American market that'll still see higher prices of ram.
 
DukenukemX said:
And we're paying for it, much like our electricity bill.
Click to expand...
Not if the ram is already bought (and thus paid) by the future buyer... or I am not sure how it work, what do you mean ?

Ram is currently expensive because physical ram made is all buying bought and used at record pace, do you think ram makers will offer a rebate and not sell the highest price they can if they were not building new capacity for future production at record pace ? maybe, but why would they ?

DukenukemX said:
I spent less than $700 to build my PC...
Click to expand...
It was not a full tower with a RTX 5070, 9800x3d type of PC, you can still buy an used $700 5700x type of PC that would match what you have ? If we are to believe you do not already have some backup system to do your work on.... ;)

DukenukemX said:
Yea but it'll be the American market that'll still see higher prices of ram.
Click to expand...
Maybe by an air, dram is such a fungible commodity and CXMT offering zero rebate over the competition and the world demand big enough that it is probably marginal. In the sense that every bytes the rest of the world buy from CXMT, they would have try to buy it from USA approved company instead and putted pressure, them buying from CXMT release it in a very similar way than american company buying from CXMT would have.

It become a matter if CXMT become so big supply wise and american company demand is so much larger than the rest of the world combined
 
Last edited:
Legendary Gamer said:
Things are about to get retarded-er relatively soon. While DDR4 had almost doubled in price it's about to becomes scarce and even more expensive.
https://wccftech.com/morgan-stanley...memory-makers-starve-legacy-dram-to-feed-hbm/
Click to expand...
Of course, we already know that HBM consumes around 3x as many silicon wafers as conventional DRAM.

while true at the same wafer node used, upgrading an DDR4 era 20nm line into an advanced HBM3 type level will still end up with more byte of dram per wafer made, despite the 3x cost caused by the lower yield and via holes.
 

“Morgan Stanley Raises Alarm Bells: DDR4 Prices Will Jump By 50% In Q3, As Memory Makers Starve Legacy DRAM To Feed HBM​


DDR4 prices are on a rampage even as DDR5 prices show no sign of cooling down

The ongoing supply squeeze in mature DRAM and NAND chips is about to get a lot worse, as per the latest projections from Morgan Stanley. Meanwhile, the retail prices for newer DDR5 chips are also showing no sign of cooling down, with spot prices for DDR5-5600/6400 24GB rising by another 8 percent in August alone.

Morgan Stanley says the oncoming supply squeeze in DDR4 and SLC NAND is mostly supply-driven, as memory makers continue to shift capacity toward HBM, DDR5 and higher-layer NAND“​

https://wccftech.com/morgan-stanley...memory-makers-starve-legacy-dram-to-feed-hbm/
 

“Quick Read​

  • SanDisk (SNDK) and Micron (MU) dropped 9% and 7% after WSJ revealed top tech firms carry $3 trillion in off-balance-sheet AI commitments.
  • The selloff is pure profit-taking, given that SanDisk entered Tuesday up 653% year-to-date and Micron up 255%, with no memory-specific bad news driving it.
  • With the 30-year Treasury at a 19-year high, prediction markets give a 97% chance Micron closes Tuesday lower.“

https://247wallst.com/investing/202...-down-9-micron-down-7-western-digital-down-5/
 
"$3T in off balance sheet commitments"... I guess that's not "specifically" bad news. It could be good news if you can capitalize on those commitments.

I imagine a lot of those "profit taking" dollars will be going into hedge funds.
 

“PINE64 Halts Linux Device Production Amid DRAM and EMMC Shortages​

BrianFagioli 5 hours ago		37
BrianFagioli writes: PINE64 has some very bad news for Linux hardware fans. PINE64 says it has no plans to produce additional Linux devices in the near future because of the ongoing DRAM and eMMC shortage. Future production will depend on component pricing after mid 2027, while existing PineNote and PineTab2 inventory could run out in roughly three months. The company says PineTime, PineVoice, and Pinecil production will continue as usual, but the outlook for its Linux hardware is much less certain. "That's it for this post, all in all it's a bit bleak for the Linux devices, but in the meantime PineStore still have a great lineup of MCU powered devices which will continue to expand with more exciting devices," the company said.”
 
erek said:

“PINE64 Halts Linux Device Production Amid DRAM and EMMC Shortages​

BrianFagioli 5 hours ago		37
BrianFagioli writes: PINE64 has some very bad news for Linux hardware fans. PINE64 says it has no plans to produce additional Linux devices in the near future because of the ongoing DRAM and eMMC shortage. Future production will depend on component pricing after mid 2027, while existing PineNote and PineTab2 inventory could run out in roughly three months. The company says PineTime, PineVoice, and Pinecil production will continue as usual, but the outlook for its Linux hardware is much less certain. "That's it for this post, all in all it's a bit bleak for the Linux devices, but in the meantime PineStore still have a great lineup of MCU powered devices which will continue to expand with more exciting devices," the company said.”
Click to expand...
Well that stinks, I liked their stuff overall, but it makes some sense for them to do this. I'm glad at least some of their stuff is going to continue to be produced, I've had a PineTime since a few months after release, it's nice if you desire a smart, non tracking device really.
 
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“CXMT planned to use stolen Samsung IP to develop its DRAM, court hears — former Samsung engineer who jumped to Chinese memory maker now behind bars​


Steal process recipe, get your DRAM on the market faster.


ChangXin Memory Technologies (CXMT), China's largest maker of dynamic random access memory (DRAM), planned to obtain Samsung's IP related to its memory process technologies in a bid to develop its own production nodes, according to testimony given in a South Korean criminal case involving leaked Samsung technology, reports Maeil Business. The company's managers allegedly had no intention to develop an in-house process technology from scratch, so obtaining IP from Samsung was a strategic decision.”

https://www.tomshardware.com/pc-com...umped-to-chinese-memory-maker-now-behind-bars
 
erek said:

“CXMT planned to use stolen Samsung IP to develop its DRAM, court hears — former Samsung engineer who jumped to Chinese memory maker now behind bars​


Steal process recipe, get your DRAM on the market faster.


ChangXin Memory Technologies (CXMT), China's largest maker of dynamic random access memory (DRAM), planned to obtain Samsung's IP related to its memory process technologies in a bid to develop its own production nodes, according to testimony given in a South Korean criminal case involving leaked Samsung technology, reports Maeil Business. The company's managers allegedly had no intention to develop an in-house process technology from scratch, so obtaining IP from Samsung was a strategic decision.”

https://www.tomshardware.com/pc-com...umped-to-chinese-memory-maker-now-behind-bars
Click to expand...

China up to their old tricks yet again.
 
kram182 said:
Is it really 'old' tricks if they never stopped?
Click to expand...
To be fair, every country does this, they're just the main manufacturer of goods these days, so they get noticed the most. There are no international patents, just agreement pacts and what not. Just like how Japan's auto industry copied the U.S.'s and improved upon it from the 80's onward. Germany and Japan are considered to have the best engineered and manufactured products. America used to be in the same boat, but we hardly engineer, let alone manufacture, anything these days.
 

"Micron Unveils U.S.-Based Research Labs to Shape the Future of Memory and AI​

Press Release by Nomad76 Today, 10:36 Discuss (1 Comment)
Micron Technology, Inc. (Nasdaq: MU) today unveiled Micron Research Labs, a U.S.-based long-horizon premier research institution headquartered in Boise and backed by a planned $10 billion investment over the next decade. Building on Micron's technology and manufacturing leadership, the new hub will bring together customers, academia, government and the broader semiconductor ecosystem to pursue breakthroughs beyond today's technology roadmaps and help define what's possible in the decades ahead. Key research areas include critical memory technologies, advanced memory and compute architectures, packaging and future semiconductor manufacturing.

As the first dedicated memory research hub of its kind in the U.S., Micron Research Labs will center on a flagship Boise campus designed to support advanced research across critical technology domains. The planned investment will also fund extensive university collaborations, global satellite labs and deep ecosystem partnerships, creating a connected research network focused beyond the next generation of technologies for the AI era."
 

“SK Hynix workers to get 60% of this year's bonuses in stock rather than all cash​



SEOUL, Aug 20 (Reuters) - Chipmaker SK Hynix (000660.KS), opens new tab said on Thursday it has reached a tentative wage deal with its South Korean workers that will see them receive at least 60% of this year's bonuses in ‌company stock rather than the all-cash payout they received last year.
The AI boom has sent SK Hynix's earnings soaring, leading to eye-popping bonuses for its employees. Workers are set to be paid an average 779 million won ($547,000) for 2026, according to Reuters calculations.”

https://www.reuters.com/legal/litig...bonuses-company-stock-says-source-2026-08-20/
 
El_Capitan said:
To be fair, every country does this, they're just the main manufacturer of goods these days, so they get noticed the most. There are no international patents, just agreement pacts and what not. Just like how Japan's auto industry copied the U.S.'s and improved upon it from the 80's onward. Germany and Japan are considered to have the best engineered and manufactured products. America used to be in the same boat, but we hardly engineer, let alone manufacture, anything these days.
Click to expand...
Patents are rules made by corporations to ensure they have a monopoly for as long as they want, and countries that agree with this are just collaborating. If one day China could benefit from patents then you'd bet they'd enforce it, but currently they don't. As far as consumers go and 99% of the world, the patent system is not to your benefit. If China did steal technology from Samsung then good. We need more DRAM and China is the perfect country to produce it. Computing is in a crisis and to try and make sure Micron, Hynix, and Samsung don't have a money sad because CXMT could help fix the DRAM crisis, is very stupid.
dram defense shield man micron samsung hynix.png
 
DukenukemX said:
Patents are rules made by corporations to ensure they have a monopoly for as long as they want, and countries that agree with this are just collaborating. If one day China could benefit from patents then you'd bet they'd enforce it, but currently they don't. As far as consumers go and 99% of the world, the patent system is not to your benefit. If China did steal technology from Samsung then good. We need more DRAM and China is the perfect country to produce it. Computing is in a crisis and to try and make sure Micron, Hynix, and Samsung don't have a money sad because CXMT could help fix the DRAM crisis, is very stupid.
View attachment 821343
Click to expand...

"Trump Will Reportedly Allow Apple To Procure Memory Chips From CXMT And YMTC After Xi’s US Visit In September​

Apple's procurement of DRAM and NAND modules from China's CXMT and YMTC, respectively, has become a geopolitical flash point ahead of President Xi's official visit to the US​

For the benefit of those who might not be aware, as per recent reports, Apple is apparently testing DRAM products from China's CXMT and NAND modules from YMTC, hinting at a growing likelihood of the Chinese memory players becoming a part of Apple's sprawling supply chain in the near future."

https://wccftech.com/trump-will-rep...xmt-and-ymtc-after-xis-us-visit-in-september/
 
erek said:

"Trump Will Reportedly Allow Apple To Procure Memory Chips From CXMT And YMTC After Xi’s US Visit In September​

Apple's procurement of DRAM and NAND modules from China's CXMT and YMTC, respectively, has become a geopolitical flash point ahead of President Xi's official visit to the US​

For the benefit of those who might not be aware, as per recent reports, Apple is apparently testing DRAM products from China's CXMT and NAND modules from YMTC, hinting at a growing likelihood of the Chinese memory players becoming a part of Apple's sprawling supply chain in the near future."

https://wccftech.com/trump-will-rep...xmt-and-ymtc-after-xis-us-visit-in-september/
Click to expand...
And you can blame American companies buying up 80% of the world's RAM for this.
 
Is it just Apple or can other manufacturers buy CXMT? Because that's a huge edge given to Apple if that were the case.
 
El_Capitan said:
Good thing I still have a slew of DDR3 RAM and Sandy Bridge, Ivy Bridge CPU's and MB's as back-ups...
Click to expand...
I look in the electronics bin when I do my weekly run to the recycling center. I have managed to score enough 8gb sticks of slower ddr4 2400 and 2133 to max out my backup x99 build, plus have found some older ddr3, as well. Some companies are still e-wasting office computers without removing the memory.
 
Mloot said:
I look in the electronics bin when I do my weekly run to the recycling center. I have managed to score enough 8gb sticks of slower ddr4 2400 and 2133 to max out my backup x99 build, plus have found some older ddr3, as well. Some companies are still e-wasting office computers without removing the memory.
Click to expand...
That's pretty awesome!
 
I guess somehow Starfield was the point of no return to normal ever again when that game released back then Best Buy was doing some combo packages with a Ryzen 5 7600x / Gibabyte B650 Aorus Elite XT board plus the game for $289, AM5 was not selling well back then if I remember correct, so back then I just bought some Curcial Pro DDR 5 / 5600mhz in 2 x 16GB kit for $79.99 to get that platform up and running, that kit just lays here now in the package with about 2 weeks run time on them as to be replaced with in that time frame for some G - Skill Trident Z NEO DDR5 / 6000mhz CL 30 in 2 x 16GB kit that cost me $115 back then.

$80 for 32GB of DDR5/5600mhz in 2026.
 
crazycrave said:
I guess somehow Starfield was the point of no return to normal ever again when that game released back then Best Buy was doing some combo packages with a Ryzen 5 7600x / Gibabyte B650 Aorus Elite XT board plus the game for $289, AM5 was not selling well back then if I remember correct, so back then I just bought some Curcial Pro DDR 5 / 5600mhz in 2 x 16GB kit for $79.99 to get that platform up and running, that kit just lays here now in the package with about 2 weeks run time on them as to be replaced with in that time frame for some G - Skill Trident Z NEO DDR5 / 6000mhz CL 30 in 2 x 16GB kit that cost me $115 back then.

$80 for 32GB of DDR5/5600mhz in 2026.
Click to expand...
“DDR5 scalper bots now generate 91% of listing traffic at one retailer

Good luck buying new memory



Scalper bots appear to be putting even more pressure on DDR5 retail listings. DataDome VP says bad bots accounted for 91% of traffic reaching DDR5 product...”

Source: VideoCardz.com
https://videocardz.com/newz/ddr5-scalper-bots-now-generate-91-of-listing-traffic-at-one-retailer
 
erek said:
“DDR5 scalper bots now generate 91% of listing traffic at one retailer

Good luck buying new memory



Scalper bots appear to be putting even more pressure on DDR5 retail listings. DataDome VP says bad bots accounted for 91% of traffic reaching DDR5 product...”

Source: VideoCardz.com
https://videocardz.com/newz/ddr5-scalper-bots-now-generate-91-of-listing-traffic-at-one-retailer
Click to expand...

“Micron Says AI’s Memory Wall is Worsening as Compute outruns HBM Bandwidth by 3x every Two Years, Advanced Packaging & Process To Tackle Rising Thermal Constraints​

Micron explores what High Bandwidth Memory (HBM) is, why it is essential, how it compares to traditional DDR, and the key challenges that demand further innovation to sustain AI’s growing demands.

Micron Reveals HBM Failures Caused 17% of Meta's Llama 3 Training Interruptions as the Memory Wall Deepens“​


https://wccftech.com/micron-says-ai...-outruns-hbm-bandwidth-by-3x-every-two-years/t
 
erek said:

“Micron Says AI’s Memory Wall is Worsening as Compute outruns HBM Bandwidth by 3x every Two Years, Advanced Packaging & Process To Tackle Rising Thermal Constraints​

Micron explores what High Bandwidth Memory (HBM) is, why it is essential, how it compares to traditional DDR, and the key challenges that demand further innovation to sustain AI’s growing demands.

Micron Reveals HBM Failures Caused 17% of Meta's Llama 3 Training Interruptions as the Memory Wall Deepens“​


https://wccftech.com/micron-says-ai...-outruns-hbm-bandwidth-by-3x-every-two-years/t
Click to expand...

“Evolving Memory Architectures for AI at Hot Chips 2026“​


https://www.servethehome.com/micron-evolving-memory-architectures-for-ai-at-hot-chips-2026/
 

“SK Hynix Unpacks Advanced Packaging Technologies, Including Intel EMIB, For Its Next-Gen HBM Memory As It Eyes 3D Structures For The Future​


SK Hynix is leveraging advanced packaging technologies such as Intel's EMIB for its next-gen HBM solutions, which will eventually enter the 3D packaging stage.

Scaling HBM Comes With Big Challenges & SK Hynix Is Leveraging Advanced Packaging Solutions To Address Them As It Ventures Into The 3D Era​

At Hot Chips 2026, Jaesik Lee (VP Package Engineering at SK Hynix) presented the "Advanced Packaging for High-Bandwidth Memory" brief, which talks about how the company plans to leverage advanced packaging tech to accelerate its HBM roadmap.”

https://wccftech.com/sk-hynix-advanced-packaging-technologies-intel-emib-next-gen-hbm-memory/
 

“Samsung Confirms HBM4E Memory Running at 16 Gbps Per Pin​

by AleksandarK Today, 01:30 Discuss (4 Comments)
At the Hot Chips 2026 conference's Advance Program, Samsung's Sangwook Han confirmed that the company is preparing to ship HBM4E memory with speeds of 16 Gbps per pin. This is a significant confidence boost for Samsung's Semiconductor division, which has been shipping HBM4E with speeds of 14 Gbps per pin since late May of this year. Essentially, the company confirmed that its scaling progress is going well, and HBM4E represents another milestone in high-bandwidth memory technology that it can produce with impressive speed. Samsung's own HBM4 is now shipping at 11.7 Gbps, making the jump to HBM4E even more impressive.

Currently, at 14 Gbps per pin and 2,048 pins per HBM4E stack, Samsung can achieve a maximum bandwidth of 3.6 TB/s. However, at 16 Gbps, this maximum memory bandwidth will increase to 4 TB/s for a single HBM4E stack. Considering about a dozen memory stacks per AI accelerator or GPU, the total memory bandwidth is remarkable. The company is also currently offering this memory in a 12-layer (or 12-high) configuration with a memory density of 48 GB per stack. However, customer requirements will also include 8-layer 32 GB and 16-layer 64 GB stacks in the future.“
 
erek said:
Samsung Electronics' DRAM wafer capacity will grow only marginally through 2027, with investment directed at node migration and line conversions rather than aggressive wafer-capacity expansion, according to Omdia data obtained by Chosun Biz.”
Click to expand...
In actual bits is what also matter, wafer capacity in number versus in density lead to the same things here. growth in petabytes of dram produced, with samsung seem to be quite competitive in absolute and %.

Looking at wafer count for wafer count is a bit missing the points of what dram production is trying to do.... dram bits shipped.
 
paradoxical said:
This memory shortage is killing me. I am about to drop $16k on 512gb vcolor ddr5 for work, I literally can't stomach this. And RTX 6000 Pro have more than doubled in price in the last few months.
Click to expand...
But you did pay for it. That's justifying their price increases.
 
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