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And chinese customers only getting 70% order fulfillment news by luke james published october 28, 2025 According to a new report from digitimes, leading cloud service providers in the us. The roots of this shortage trace back to the explosive growth of ai applications, particularly in data centers and hyperscale computing.

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A severe server dram shortage, fueled by the ai arms race, has led to 50% price hikes and left hyperscalers with only 70% of their orders fulfilled, with ripple effects hitting consumer pc prices. The ai boom is driving dram demand to record highs, and the market is struggling to keep up The ripple effects of a tightened supply chain wong outlined four main forces behind the current shortage

The generative ai boom has pulled traditional smartphone memory.

The increasing demand for ai technologies has led to a significant shortage in dram supply, resulting in price hikes of up to 50% for server memory