other

RDIMM

Registered server memory modules; paired with HBM at an estimated 51% of 2026 DRAM bit supply and a candidate for reconfiguration under cost pressure.

Current clusters

invest1 distinct publisher

Memory's 13-18% quarterly increase now lands on notebook and handset retail prices

TrendForce puts 3Q26 DRAM contracts up 13 to 18% and NAND up 10 to 15%, slower than recent quarters, though nothing on the supply side loosened; what gave way was the PC and smartphone buyer's budget, strained by record prices.

Publishers:trendforce.com

Reality

Evidence34
Adoption36
Hype gap+18
Incentives68

invest1 distinct publisher

Memory absorbs 110% of the 2027 increase in major cloud capex

On TrendForce's numbers the memory bill grows 117% next year while the budget it sits inside grows 50%, which is why a headline capex print has stopped telling you how much compute actually got added.

Publishers:trendforce.com

Reality

Evidence32
Adoption30