July DRAM, NAND Prices Hit New Highs as Server Production Shifts Reduce General Supply

Prices for both DRAM and NAND flash memory continued their upward trend in July, primarily fueled by the surging demand for AI server memory. This sustained price increase is a direct result of memory manufacturers strategically prioritizing production capacity for high-value server-grade products and advanced manufacturing processes.

As companies focus on these specialized, high-margin segments, the supply of general-purpose DRAM, such as DDR4 8Gb, and older generations of NAND flash has consequently decreased. This deliberate reduction in the availability of more common memory types further contributes to the price hikes observed in the market.

The trend, tracked by market research firm TrendForce, indicates a significant industry pivot. The focus on AI infrastructure is reshaping the memory market, leading to tighter supplies and higher costs for components used in less cutting-edge applications.