Q1 server DRAM price up 40% q-o-q



The price is expected to rise another 10% in Q2.

The price of 16GB DDR4 RDIMM modules will hit $130, says DRAMeXchange.

Demand was unexpectedly high in H2, says DRAMeXchange.

With the number of major suppliers down to only three – Samsung, Hynix and Micron – the imbalance in supply and demand is unlikely to be resolved for as long as demand stays strong because the Big Three remain reluctant to add capacity.

The positive moves for supply are that Samsung is looking to expand its 18nm output in 2017, while Hynix and Micron are focussing on improving yield on their respective 20/21nm processes.

Of course, if the Chinese managed to get a DRAM fab into production, that would affect supply.


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