Sarsen Technology Ltd

Memory and SSD Supply Chain Update

28-11-2025

The memory market has been turbulent before, but the next 18 months look especially lively. At Sarsen Technology, we’ve been keeping a close eye on independent market data, and the message is clear: DRAM and NAND suppliers are under pressure, AI demand is reshaping production priorities, and pricing is shifting fast.

Here’s our take on what that means for organisations planning hardware builds for the rest of 2025 and beyond.

Increased Demand, Supply Chain Response

Independent analysts are reporting sharp movement in DRAM pricing, especially for older technologies. According to the latest market intelligence, DDR4 contract pricing has surged 38 - 43%, and supply continues to tighten as fabs scale back legacy production in favour of newer processes. DDR5 isn’t immune either - high-performance devices used in AI-focused systems are soaking up manufacturing capacity, pushing availability down and costs up.

NAND & SSD Pressure
The NAND market is tracking upward each quarter, with contract pricing rising 5–10% every quarter and more double-digit hikes expected as we move into 2026. These increases stem from the same root cause: constrained output, longer lead times, and the industry’s ongoing shift toward solutions optimised for AI workloads.

Lead Times
Suppliers are already extending delivery timelines for DDR5 and NAND well into 2026. In some cases, manufacturers have paused issuing longer-term quotes entirely, switching to daily pricing models to cope with extreme volatility. Even confirmed orders can be revisited if component allocation changes.

What This Means for Your BOM
Based on current industry behaviour, customers should be prepared for:

Higher BOM costs that move more quickly than usual
Longer and less predictable delivery windows
Heightened risk of DDR4 obsolescence as suppliers refocus on newer technologies
More emphasis on forward planning, including buffer stocks and early engagement
Potential price or lead-time adjustments, even after orders are placed

Why This Is Happening
Independent analysis summarised in recent reports highlights a simple story: AI is commanding enormous investment in memory capacity, causing manufacturers to shift production away from mature technologies. That means less output for DDR4 and standard-density NAND, longer manufacturing cycles, and upward pressure on prices across the board.

How Sarsen Technology and our Manufacturing Partners Can Help
We’re not waiting for these constraints to become bottlenecks. Our supply chain partners have already begun putting mitigation plans in place, including securing long-term allocation, expanding buffer stock options, and working with memory manufacturers to lock in forecasted requirements wherever possible. These efforts help stabilise availability and reduce the impact of sudden market shifts.

Here at Sarsen we’re aligning project forecasting with customers earlier, reviewing risk points in upcoming builds, and using our established logistics network to keep lead-time exposure as low as possible. That being said, and in line with market guidance, we strongly recommend: