DRAM contract prices roughly doubled in Q1 2026, and resale values on used server RAM and SSDs followed. If you're holding decommissioned hardware, an accurate price beats a stale quote — and the window near cycle highs won't stay open forever. Here's what surplus gear is worth now:
https://www.buysellram.com/blog/sell-surplus-server-hardware-2026/

#ITAD #ITAssetDisposition #ServerHardware #DataCenter #DRAM #ITRefresh #MemoryMarket #BuySellRam #Recycle #eWaste #GreenTechnology #tech

DRAM contract prices roughly doubled in Q1 2026, and resale values on used server RAM and SSDs followed. If you're holding decommissioned hardware, an accurate price beats a stale quote — and the window near cycle highs won't stay open forever. Here's what surplus gear is worth now:

https://www.buysellram.com/blog/sell-surplus-server-hardware-2026/

#ITAD #ITAssetDisposition #ServerHardware #DataCenter #DRAM #ITRefresh #MemoryMarket #BuySellRam #Recycle #eWaste #GreenTechnology

Micron just turned in a record fiscal quarter, but the number that matters for anyone who runs servers wasn't the revenue.

DRAM average selling prices jumped into the low-60% range from the prior quarter while bit shipments barely moved. Price is doing the work because there aren't enough bits to ship. Micron says it can fill only about half to two-thirds of customer demand, with tight conditions past calendar 2027.

So why can't the makers just build their way out? Three supply-side forces:

HBM eats the wafers. It needs roughly 3x the silicon per bit of DDR5 (4x for HBM4), so as its share climbs, total bit output sags. 2026 DRAM bit growth is only about 16%.
New fabs are years away. Micron's Idaho plant won't ship until late 2027; its New York fabs land around 2029 to 2030.
What's made is pre-sold. Multi-year deals (Micron–Anthropic, plus Samsung and SK Hynix) lock volume off the open market.

For IT teams retiring hardware, the DDR4 and DDR5 in decommissioned servers doesn't wait for a 2027 fab or sit behind a contract. It's available now, and one of the few sources of conventional DRAM many buyers can get.

https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry #technology

China’s CXMT Is Set to Challenge DRAM Incumbents

CXMT IPO, SKHynix, Micron, Samsung Competition, Process Node Deficit, China HBM, Wafer Adds, Memory LTAs

“Memory-maker Micron has found a way to keep #prices for its products sky-high for another five years, by signing 16 “strategic customer agreements” #SCA s that include a #FloorPrice the company says comes with “a very robust #GrossMargin for #Micron, well above our peak quarterly margins in any past cycle.”

#DRAM / #NAND / #economics <https://theregister.com/systems/2026/06/25/micron-locks-in-historically-high-memory-prices-for-five-years/5261854>

RT @wccftech: Qualcomms HBC-Technologie platziert die Rechenleistung unterhalb des DRAM-Speichers, um die sogenannte „Memory Wall“ in der KI-Computing zu durchbrechen. Dabei erzielt die Lösung pro Watt die sechsfache Bandbreite von HBM. [URL] Link Qualcomms HBC stapelt Rechenleistung unter DRAM, um die KI-Speicherengpässe zu knacken und die 6-fache Bandbreite pro Watt zu erreichen… Qualcomm stellt seinen Durchbruch für den KI-Rechenzentrumsmarkt vor: HBC (High-Bandwidth Compute), entwickelt, um die Speicherbegrenzung zu überwinden. wccftech.com

mehr auf Arint.info

#AIHardware #DRAM #HBC #HighBandwidthCompute #Qualcomm #WccfTech #arint_info

https://x.com/wccftech/status/2069906784664326320#m