Overview
- Industry leaders say AI demand has structurally broken the old boom-bust pattern for memory, with prices holding firm.
- HPE CEO Antonio Neri says the company will keep raising prices because supply cannot meet demand.
- SK Hynix and Micron report customers shifting to multi-year contracts as hyperscalers seek to lock in capacity.
- Broadcom says it has secured memory supply through 2028, and Meta voices concern over high-bandwidth memory availability while expecting to meet its build plans.
- TrendForce projects about a 90% quarter-on-quarter surge in server DRAM prices for Q1 2026, and Seagate labels sustained hikes the new normal.