US EditionNvidia chip shift to smartphone-style memory to double server-memory prices by end-2026 - Counterpoint
Counterpoint Research forecasts server-memory prices could double by 2026 due to Nvidia's shift to low-power DRAM and supply constraints from major manufacturers.
- Counterpoint Research warned on Wednesday from Beijing that Nvidia's use of smartphone-style memory in AI servers could double server-memory prices by late 2026 as Nvidia prepares earnings.
- Nvidia recently decided to switch some AI servers from DDR5 to LPDDR, while suppliers reallocating capacity to HBM and advanced DRAM have tightened LPDDR4 supply and distorted the market.
- Counterpoint Research forecasts memory prices rising 30 percent by the end of 2025 and possibly another 20 percent in the first half of 2026, while Samsung Electronics has raised prices about 60 percent since September.
- DRAM and NAND currently make up 10-18 percent of a laptop bill of materials and are likely to surpass 20 percent in 2026 as DDR5 64 GB RDIMM prices may rise early next year through 2026.
- Counterpoint warned that chipmakers diverting fab capacity to LPDDR could spread tightness upward, as each AI server needs more memory chips than a handset, intensifying supplier strain, especially for Nvidia.
13 Articles
13 Articles
Nvidia chip shift to smartphone-style memory to double server-memory prices by end-2026 - Counterpoint
BEIJING :Nvidia's move to use smartphone-style memory chips in its artificial intelligence servers could cause server-memory prices to double by late 2026, according to a report published on Wednesday by Counterpoint Research. In the past two months, electronics supply chains around the world have been hit by
Nvidia’s shift to smartphone-like memory chips could double server memory prices
Nvidia's decision to use smartphone-like memory chips in its AI servers could significantly change the market. According to a report by Counterpoint Research, such a change could double server memory prices by the end of 2026. In the last two months, global supply chains are already feeling the shortage of older memory chips. Manufacturers have focused on higher-quality memory, adapted to semiconductors for AI, which puts additional pressure on …
Memory Prices Could Double by 2026, Potentially Driving Phone Costs Even Higher
The prices of our smartphones have been going up over the years. Remember when the first iPhone was launched at just $499? These days, we’re looking at phones that can reach up to $2,000. If you were hoping to see phone prices go down, keep dreaming. If anything, don’t be surprised if we see phones get more expensive in the future as memory prices are set to double. Memory prices could double According to a recent Counterpoint Research report, w…
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