Why is the price of memory constantly rising?

Jan 23, 2026

a.Both Original Equipment Manufacturer (OEM)and Cloud Service Provider (CSP) depend on DDR4 memory because the fact that upgrading the server's memory requires complex compatibility tests and system debugging, which is costly, large cloud service providers and enterprise data centers are still actively purchasing DDR4 to ensure the stable operation of their existing systems.
b.Specific niche market: In fields such as industrial control, network communication, and security monitoring, the product lifecycle is long, and the cost of platform replacement is extremely high. This has created an inelastic demand for DDR4 that is difficult to replace.
c.Market panic stockpiling: The EOL notifications are like an "ultimatum". Downstream PC manufacturers, module factories, and distributors, in order to meet the production demands for the next 1-2 years, have rushed to purchase and stockpile supplies before the supply completely dries up, further exacerbating the supply shortage.
The above adjustment led to a significant reduction in the market supply of DDR4 memory, creating an artificial shortage of supply. At the same time as the supply contraction occurred, the market demand for DDR4 memory did not disappear simultaneously.