LONDON (IT BOLTWISE) – The 2025 memory crisis is heating up as panic buying by system integrators and the AI boom drive up demand for DDR5 and HBM. Manufacturers like Asus and MSI are stockpiling memory chips, leading to a shortage in the market. Experts warn that prices will continue to rise until 2026.
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The memory crisis of 2025 is intensifying as system integrators and PC manufacturers panic and stockpile large quantities of memory chips. The memory technologies DDR5 and HBM, which are in high demand due to the ongoing AI boom, are particularly affected. Manufacturers such as Asus and MSI have already started to massively increase their inventories to protect themselves against future shortages.
The boom in artificial intelligence and increasing production in data centers have dramatically increased the demand for high-end storage solutions. This comes against production capacity that has been reduced in recent years to ensure manufacturers’ profitability. The sudden increase in demand, especially for HBM, is now forcing manufacturers to quickly ramp up their capacities again.
Analyzes by Trendforce predict that prices for DDR5 memory will continue to rise until 2026, while HBM can hardly catch up in terms of price. This development is reminiscent of the crypto hype when graphics cards became a hot commodity. Experts advise those looking to upgrade to stock up on storage by Christmas at the latest in order to benefit from the current prices.
The system sellers’ panic buying has already led to a shortage on the market. According to reports from Digitimes Asia, a stockpiling phase has begun as storage manufacturers prefer to sell into the more lucrative data center market. This leads to increasing shortages in the client market, which further drives up prices.
For PC builders and gamers, this means they have to prepare for rising prices and possible supply bottlenecks. The situation remains tense and it is unclear how long the shortage will last. Experts recommend monitoring developments closely and, if necessary, acting early so as not to be surprised by price developments.
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