Memory shortages deepen as AI demand keeps server prices climbing

DIGITIMESOctober 1, 2026en

The memory market is entering the fourth quarter of 2026 with a widening split between weak consumer demand and intense server buying, underscoring how artificial intelligence workloads are reshaping supply. Spot prices for DDR5 server modules continue to rise, while some lower-grade products are softening in the channel.

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