DRAM price hike to hit server and infrastructure costs

"RAM prices have surged dramatically in recent months, with manufacturers including Kingston, Micron, and Samsung raising prices by an average of 63 percent between September and December 2025 for the most common capacities - 16 GB, 32 GB, 64 GB, and 128 GB modules sold in Europe, according to distribution market data compiled by analyst Context."

"Original equipment manufacturers (OEMs) including HPE, Lenovo, Dell, and Cisco have seen more moderate increases of around 28 percent for enterprise RAM during the same period, Context enterprise analyst Gurvan Meyer told The Register, benefiting from existing component inventories and supply contracts that have temporarily cushioned the blow."

"However, this buffer period is coming to an end. As system vendors exhaust their inventories and are forced to purchase components at current inflated prices, Context expects infrastructure system costs to rise more substantially within the next three months. The pricing pressure extends beyond memory chips. Storage components have also seen significant cost inflation, with price-per-gigabyte leaps of 30-40 percent for both SSDs and HDDs since September. This dual impact on both memory and storage components is expected to compound the effect on overall infrastructure"

Memory component prices jumped sharply, with major manufacturers increasing RAM prices by roughly 63% between September and December 2025 for common 16–128 GB modules in Europe. Component-level inflation is moving through the tech supply chain with uneven impacts at different stages. OEMs including HPE, Lenovo, Dell and Cisco reported about 28% enterprise RAM increases, buffered by existing inventories and supply contracts. Distribution data showed server system pricing rose only 5–10% in December, but inventories are depleting. As vendors buy components at current prices, infrastructure system costs are expected to rise substantially within three months. Storage parts also saw 30–40% per-gigabyte price increases for SSDs and HDDs, compounding the overall impact.

Read at Theregister