HBM Squeeze Pushes Legacy PC DRAM to Record High - en.sedaily.com

The surge in demand for high-bandwidth memory (HBM), driven by the rapid expansion of artificial intelligence (AI) infrastructure, has significantly crowded out production capacity for legacy PC memor... Read original →

The surge in demand for high-bandwidth memory (HBM), driven by rapid AI infrastructure expansion, has significantly squeezed legacy PC DRAM production, pushing DDR4 prices to historic highs despite a global PC market downturn. Samsung and SK Hynix are prioritizing server DRAM and HBM, exacerbating DDR4 supply constraints and fueling price increases. Meanwhile, NAND flash pricing diverges: SLC products surge while MLC sees modest gains, signaling a shift toward high-margin 3D NAND technologies. This structural realignment reflects a broader trend where AI demand shapes memory market dynamics, with implications for global supply chain strategies. In the near term, sustained AI investment will likely keep HBM demand robust, while DDR4 prices may remain elevated due to persistent supply shortages. The semiconductor industry is entering a new era of technology-driven market segmentation, where strategic capacity allocation becomes a key competitive advantage.