Particle.news
Download on the App Store

DDR5 Prices Keep Surging as Memory Makers Pivot to HBM for AI

Analysts now expect higher costs into mid‑2026 as suppliers prioritize HBM over retail RAM.

Overview

  • Consumer DDR5 has jumped sharply since late summer, with 16 GB sticks roughly doubling since October and 64 GB kits sometimes costing more than a PS5 Pro, according to t3n and price portals.
  • Idealo reports average RAM prices up 51% year over year, while Guenstiger.de cites DDR5 rising from €183 in August to €331 in November, an 81% increase.
  • Manufacturers are redirecting capacity to more profitable HBM for AI data centers, tightening DDR5 supply alongside the DDR4 phaseout and an upgrade cycle tied to Windows 10 support ending.
  • Micron says it will wind down consumer DRAM under Crucial with shipments only through about February 2026, and Samsung has raised memory pricing by up to 60% versus September, Reuters reports.
  • Counterpoint forecasts another roughly 50% price rise by Q2 2026, with downstream effects already visible as ComputerBase lifts recommended gaming PC budgets and researchers warn PCs and some smartphones could get notably pricier.