Memory and SSD Supply Chain Update 2025-2026
HIPER Global – Customer Advisory
November 24, 2025
Independent analysts (TrendForce and TechInsights) report significant volatility across DRAM and NAND/SSD markets heading into 2026. Price increases, reduced output and longer manufacturing lead times continue to impact global supply chains, driven primarily by AI-related demand and capacity shifts away from legacy memory.
| Market Area | Independent Findings (2025-2026) |
| DRAM Price Volatility | DDR4 contract prices are up 38-43% (TrendForce). Legacy DRM supply is shrinking as fabs shrink. DDR5 is in short supply, and prices are rising as AI factory production booms. |
| NAND / SSD Pricing | NAND contract prices up 5-10% per quarter with further double-digit increases expected. |
| Lead Times | Lead times for DDR5 and NAND are extending through 2025-2026 as suppliers prioritise AI optimisation. |
| Supply Stability | Some manufacturers are halting quotes and shifting to daily pricing models due to extreme volatility. |
What This Means for Customers
Based on information available from market sources:
- Higher and more unpredictable BOM costs.
- Longer and less predictable delivery windows.
- Risk of DDR4 obsolescence and reduced availability.
- Increased need for forward ordering and buffer stock planning.
- Vendors reserve the right to amend pricing and lead times based on component allocation, even for booked orders.
HIPER Global Recommendations
- Engage early on upcoming builds requiring DDR4, SSD or DDR5.
- Consider placing blanket orders or holding call-off stock.
- Review project timelines where memory availability is critical.
- Use HIPER Global’s stock holding service to mitigate lead time exposure.
Independent Sources
- TrendForce – NAND Flash Prices Likely to Jump Double Digits in Q1, as Makers Reportedly Hike in Turns
- TechInsights – 2025 Memory Outlook Report
To find out how we can support your projects through these shortages, please get in touch with the HIPER Global team in your region via the details below:
- HIPER Global UK – [email protected] / 0118 929 4990
- HIPER Global Israel – [email protected] / +972-3-910-9105
- HIPER Global US – [email protected] / +1-978-486-0300
