NuAxiSemiconductor trade intelligence
Memory will consume 30% of hyperscaler AI data center spending this year, a 4X increase over 2023 — Nvidia gets preferential supply terms well below standard market rates, says analyst firm
What happened
SemiAnalysis projects DRAM prices to more than double in CY26, with hyperscaler memory spend share surging to 30% from 8% in 2023. HBM remains undersupplied through CY27, and LPDDR5 contract pricing has already tripled since Q1 2025. Bullish: Direct, quantified price surge and persistent shortage signal severe supply-demand imbalance.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
price-hikeshortagehyperscaler-demand
Source and time
Source: Tom's Hardware · 4/3/2026 · View original source
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