company news about 2026 May Global Server Memory Price Trend Forecast

As a global supplier of AI server switches， I comprehensively analyze the global server memory price trend in May 2026 by integrating the latest demand and supply dynamics. Driven by the booming AI industry, server memory has become a core component supporting large-scale AI model training and inference, with its price closely linked to the balance between global supply and demand.

On the demand side, the global AI server shipment is expected to grow 28% year-on-year in 2026, and the demand for server memory is showing an explosive growth momentum. A single AI server requires 8-10 times more DRAM and HBM than a traditional server, especially for large model training, which needs high-capacity, high-bandwidth server memory to ensure efficient data transmission and model operation. Hyperscalers such as Meta, Microsoft and Google, as well as Chinese cloud providers, are accelerating the construction of AI computing centers, with massive orders for server memory, especially DDR5 and HBM, further boosting demand. In addition, the popularity of AI PCs and edge computing has also increased the demand for high-performance server memory, forming a rigid demand support for the market.
On the supply side, the global server memory market is still facing tight supply constraints. Samsung, SK Hynix and Micron, the three major manufacturers, account for more than 95% of the global DRAM market share, and they have shifted 70%-90% of their advanced production capacity to HBM and high-end DDR5 to meet the surging AI demand, resulting in insufficient supply of general server memory. The construction cycle of new memory production lines is long, and the new capacity is difficult to release in the short term, with the global server memory inventory dropping to a dangerous level, only enough to maintain 3-4 weeks of supply. Although some domestic manufacturers are expanding production, they still lag behind in high-end server memory technology, which cannot fundamentally alleviate the supply gap.
Comprehensively judging, the global server memory price will continue to rise moderately in May 2026, but the growth rate will narrow compared with Q1. The price of high-end DDR5 server memory is expected to rise 8%-12% month-on-month, while HBM price will remain high due to serious supply shortage. The price of DDR4 server memory will also rise slightly, driven by the spillover effect of AI demand. It is expected that the supply tension will not be significantly relieved in the short term, and the server memory price will remain at a high level in May, with no sign of decline.
For purchasers, it is recommended to lock in supply through long-term contracts to avoid cost increases caused by price fluctuations. As the core supporting component of AI servers, server memory will maintain a tight supply-demand pattern in the next few months, and its price will be supported by rigid demand, which is worthy of the attention of all parties in the industry.