#servermemory

Meta measures 43.7% of its servers as memory-capacity bound. They run out of RAM before they run out of cores, network, or storage. CXL is the standard meant to fix that, and it is further along than most coverage suggests in one direction and further behind in another. Expansion runs in production today. Pooling works on real hardware. #CXL #ComputeExpressLink #MemoryPooling #ServerMemory #DataCenter #Interconnect #DRAM #DDR4 #DDR5 #AIInfrastructure #techhttps://www.buysellram.com/blog/cxl-memory-explained-can-servers-finally-share-ram/

Micron posted record DRAM revenue but can fill only ~two-thirds of demand. Three reasons supply won't catch up: HBM eats the wafers, new fabs are years out, and output is pre-sold. Pulled server memory is now real supply. https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/ #DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry

PC DRAM Contract Pricing Approaches 100% QoQ Surge TrendForce’s latest forecast signals a structural price shock across the memory and storage stack. Contract pricing for PC DRAM is projected to exceed 100% QoQ, while conventional DRAM, server DRAM, NAND, and enterprise SSDs are all seeing double-digit to near-triple-digit increases. The key driver is not traditional PC demand—it is the capacity reallocation toward HBM4 and AI infrastructure, which is tightening supply for mainstream memory. For IT procurement teams, this marks a shift from cyclical pricing to allocation-driven pricing, where long-term supply agreements and OEM demand dictate availability. For organizations holding surplus DDR4/DDR5, server memory, or enterprise SSDs, the current environment represents a rare asset-recovery window as secondary market values track rising contract prices. https://www.buysellram.com/blog/trendforce-2026-update-pc-dram-prices-to-double-as-hbm4-shipments-begin/ #PCDRAM #DRAM #MemoryMarket #HBM #AIInfrastructure #ServerMemory #DataCenter #ITAssetRecovery #Semiconductor #SupplyChain #Samsung #Micron #SKHynix #technology