Server RDIMM supply remains squeezed, with vendor offers sharply reduced
Vendor offers for server memory modules, including Samsung's M321R8GA0PB0-CWM, remain sharply reduced, and no reversal has appeared. Baird forecasts server DDR5 up 15-20% in 4Q26 after about 20% in 3Q26, according to TrendForce.
Baird also expects server shipments to grow 18-19% in 2026 and 20-22% in 2027, which points to sustained demand on suppliers such as Samsung, Micron, Kingston and SK Hynix (Financial News). Buyers should expect limited spot availability, confirm lead times and allocation with suppliers, and plan purchases further ahead.