"Datacenter servers will face a double whammy this year as CPU supply constraints pile on top of an already severe memory shortage. Even so, shipments are still expected to grow at a double-digit rate. The latest Cloud and Datacenter Market Snapshot [PDF] from analyst firm Omdia says that server CPUs are also experiencing supply constraints that are likely to see prices rise, with a knock-on effect on overall system costs."
"Omdia claims this is at least partly due to the difficulty of shifting production volume across different process nodes. As CPU roadmaps have broadened, vendors are simultaneously manufacturing processors on different process nodes such as 3 nm or 5 nm. The upshot is that Omdia believes server CPU prices could increase by 11 to 15 percent as a consequence of the shortfall in supply."
"The cost of DRAM is expected to nearly double this quarter, as The Register reported just days ago, while NAND flash used in solid-state storage is also forecast to rise by more than 30 percent. DRAM is in particularly short supply because of high demand and because the memory chipmakers have repurposed manufacturing capacity to focus on making more of the high-margin products such as high-bandwidth memory (HBM) used in GPU accelerators for AI processing."
Server CPUs face supply constraints that will raise system costs due to the complexity of shifting production across multiple process nodes such as 3 nm and 5 nm and from lower-than-expected yields. Server CPU prices could increase about 11–15 percent, a conservative estimate because hyperscale cloud operators often have long-term fixed-price agreements. Memory shortages worsen the supply chain: DRAM prices are expected to nearly double this quarter and NAND flash to rise over 30 percent. Memory manufacturers are repurposing capacity toward high-bandwidth memory (HBM) for GPU accelerators, risking disruption to server manufacturing and datacenter project completion dates.
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