Prices for DDR2 memory, a standard from 2003, have surged by up to 60% in the second quarter, with further increases of 35-40% anticipated in the third quarter. This shortage is driven by the high demand for AI infrastructure, which has led major manufacturers like Samsung, SK hynix, and Micron to prioritize production of high-bandwidth memory (HBM) and server DRAM. As a result, buyers are redesigning products to use older memory standards, causing price hikes across successive generations of DRAM, including DDR2, DDR3, and DDR4. AI
IMPACT The intense demand for AI infrastructure is causing ripple effects across the entire memory market, forcing redesigns and price hikes even for legacy components.
RANK_REASON Significant price increases for older technology (DDR2 memory) due to AI-driven demand for newer components (HBM, server DRAM), impacting a wide range of industries.
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