Memory Market Insights January 2027 - Flipbook - Page 4
“OEMS ARE increasingly passing memory cost INFLATION
THROUGH TO END-USER PRICING”
Lead Times, Allocation & Order Disruption
Market Impact by Segment
DRAM and SSD Supply Constrained by Extended
Lead Times and Priority Allocation
Rising Memory Costs Impact Consumer, Enterprise
and Storage Markets
Allocation and Order Cancellations
Consumer Computing
Reports from multiple industry sources indicate
that suppliers have tightened allocation policies
across memory categories. Based on reports
from technology and semiconductor publications,
some manufacturers have cancelled or declined
outstanding orders for standard memory
modules as capacity is redirected towards higherpriority customers.
Based on reports from PC and hardware industry
publications, OEMs are increasingly passing memory
cost inflation through to end-user pricing. Reports
from The Verge and other technology outlets confirm
that several system vendors have already announced
price increases linked directly to rising memory and
SSD costs.
Enterprise & Data Centre Markets
An example highlighted by market participants
includes Micron cancelling outstanding memory
module orders, with implications for Q1 and likely
Q2 2026 supply. While individual customer impacts
vary, reports from Tom’s Hardware and similar outlets
confirm Micron’s broader strategic shift away from
consumer memory products towards enterprise and
AI-aligned segments.
Memory and storage now represent a growing
share of total system costs, according to reports
from enterprise IT and infrastructure analysts. These
reports note that enterprise buyers face limited
negotiating leverage as suppliers prioritise volume
commitments from hyperscale customers.
SSD & Storage Solutions
Extended Lead Times
According to reports from supply chain analysts, lead
times for DRAM modules and SSD components have
extended well beyond historical norms, with some
products now subject to allocation well into mid2026. These reports indicate that long-term supply
agreements are being prioritised over spot or shortterm orders.
Reports from storage market analysts indicate that
SSD pricing remains elevated across both client
and enterprise segments. Based on recent market
data, NAND utilisation rates remain high, limiting
short-term supply flexibility and sustaining upward
price pressure.
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