Increased Demand for AI Servers: DDR5 Memory Expected to Enter Rapid Growth Phase
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After more than a year of DRAM market adjustments, Samsung plans to increase DDR5 memory production in the fourth quarter of this year to address the potential surge in DDR5 order demand that may emerge next year.
Major DRAM manufacturers like Samsung and SK Hynix are still cutting production capacity, but these reductions primarily target DDR4 specifications.
It is reported that PC platforms such as Intel and AMD plan to launch new platforms next year to further promote and popularize DDR5 memory, encouraging consumers to upgrade from DDR4.
Beyond the consumer market, the server market also shows strong demand for DDR5 memory. Intel plans to release its fifth-generation Emerald Rapids server platform by the end of the year. Coupled with the anticipated increase in demand for AI servers, DDR5 memory is expected to enter a phase of rapid growth.
According to a TrendForce report from August this year, thanks to Intel's Meteor Lake processors, which exclusively support DDR5 and LPDDR5, DDR5 memory is becoming more popular and is expected to surpass DDR4 in the second half of 2024, becoming the mainstream. As a result, the average DRAM capacity is projected to grow by 12.4%.