DDR5 RAM prices surge in Germany
已归档 —— 这条已轮出今日牌堆，完整内容在此保留。
一句话看懂
DDR5 RAM prices in Germany hit 486% of July 2025 levels in August 2026.
AI boom shifts memory production to servers, squeezing PC builders.
背景
DDR5 RAM prices in Germany have surged dramatically, reaching nearly five times their July 2025 levels by August 2026. The primary driver is the AI boom, as memory manufacturers prioritize production of high-margin server and HBM memory for data centers, reducing supply for consumer DDR5 modules. This has led to significant price increases, particularly for higher-capacity kits like 32GB, 48GB, and 64GB, with some kits seeing triple-digit percentage increases year-over-year.
来龙去脉
- Jul 2025DDR5 RAM price index in Germany stood at 100% (baseline).
- Jul 2026DDR5 RAM price index in Germany rose to 445% of July 2025 levels.
- Aug 2026DDR5 RAM price index in Germany climbed to 486%, nearly 5 times the July 2025 level, with double-digit increases in many kits.
各方怎么说
- Analysts
- The memory rally is spreading from long-term contracts to spot markets, with sharp acceleration in recent months.
- Industry
- Phison CEO warns NAND supply won't meet demand for four years, indicating prolonged memory and storage shortages.
待核实
China's reported 14% week-over-week jump in DDR5 prices is based on a single report from Economic Daily News and not independently confirmed.