SHI International: Assessing AI’s Impact on RAM Prices The burgeoning demand for AI infrastructure is creating a significant shortage of DRAM, the temporary memory crucial for computing devices. This scarcity, exacerbated by manufacturers prioritizing High Bandwidth Memory (HBM) for AI accelerators, is driving up prices and causing global supply chain delays. Businesses are responding by making upfront purchases or reducing data center workloads, while channel partners have opportunities in areas like IT asset management and intelligent refresh programs to help mitigate the impact.

• AI demand is accelerating, leading manufacturers to shift production from conventional DRAM to HBM for AI accelerators.
• This reallocation of manufacturing resources and wafer capacity has created a scarcity of traditional DRAM, impacting server hardware deployment.
• Major DRAM producers like SK hynix, Micron, and Samsung control the global supply, with SK hynix already securing demand for all its 2026 RAM production.
• Hyperscalers are stockpiling DRAM due to fears of future constrained supply, further intensifying the shortage.
• The shortage is expected to last until at least early 2027, dependent on factors like fab rebalancing and potential new production facilities.
• Businesses are reacting by either making upfront purchases or shutting down workloads to manage capacity.
• IT teams can improve efficiency through better lifecycle management and data center architecture redesigns.
• Channel players can leverage opportunities in IT Asset Management, Software Asset Management, and intelligent refresh programs.
• The supply chain shocks are pushing organizations towards greater resilience and more dynamic procurement strategies.
• SHI International is a global IT solutions provider that helps organizations select, source, and manage IT infrastructure. Continue reading https://aimagazine.com/news/shi-international-assessing-ai-impact-on-ram-prices