The global server, memory, and storage market is experiencing tighter supply and shifting pricing trends. MTI is closely monitoring the situation and working with customers to help plan ahead, manage timelines, and minimise potential impacts on projects and budgets.
This situation affects all major manufacturers, including Dell, HPE, Lenovo, and others. Industry analysts indicate that some volatility is expected to continue over the coming months, with server platforms likely to experience the earliest effects.
Here we outline current market conditions, potential impacts, and practical steps customers can take to plan effectively.
Current Market Trends
Global demand for memory and storage components has increased due to factors including:
- Growth in data-intensive workloads and AI adoption
- Expanded cloud and data centre investment
- Supply constraints across key semiconductor manufacturing segments
Recent industry analysis highlights the scale of this shift. DRAM contract prices increased by up to 30% in late 2025, reflecting strong demand for server and high-performance memory, while NAND flash prices have risen by approximately 5–10% per quarter as manufacturers rebalance production toward higher-value workloads (NAND Research, 2025; TrendForce, 2025).
At the same time, lead times for advanced memory technologies such as LPDDR5X have extended to approximately 26–39 weeks, meaning hardware ordered today may not be delivered until mid-2026 (NAND Research, 2025). Analysts also note that many manufacturers are prioritising DDR5 and high-bandwidth memory (HBM), reducing availability of legacy DRAM and contributing to tighter supply conditions across the market.
As a result, MTI and partners are observing:
- Gradual cost increases from manufacturers
- Extended lead times for certain server and storage configurations
- Limited flexibility to change specifications late in the procurement cycle
These trends are affecting the entire ecosystem, from component suppliers through OEMs, distributors, and partners.
Potential Customer Impacts
For customers planning infrastructure refreshes, expansions, or new projects, current market conditions may result in:
- Changes in pricing over time; early planning can help manage budgets effectively
- Longer delivery timelines for certain server platforms; MTI can help align expectations
- Project timelines requiring proactive planning to avoid delays
Industry forecasts suggest that server platforms will feel the impact first, given their reliance on high-density DRAM and advanced memory technologies. Storage systems and related infrastructure are expected to follow as supply constraints ripple through the broader ecosystem.
Planning Considerations for Customers
While the situation is evolving, there are effective steps customers can take to reduce risk:
- Start planning early
Early planning allows organisations to align infrastructure investments with business strategy, anticipate potential supply or pricing shifts, and make informed decisions that support long-term objectives. - Lock configurations and pricing
Securing configurations and pricing earlier can help minimise potential cost increases and availability issues. - Prioritise server refreshes and expansions
If multiple projects are planned, server-related initiatives may benefit from early attention due to current market pressures. - Allow additional lead time
Building in contingency for delivery timelines helps maintain project schedules and reduces the risk of unexpected delays.
Proactive planning is the most effective way to navigate the current market environment.
Next Steps
As organisations navigate these market conditions, early awareness and informed planning will be key.
For those with upcoming infrastructure projects or refresh cycles, MTI can provide guidance on timing, options, and considerations to help support confident decision-making. We can review your requirements, explore available options, and plan timelines to support smooth delivery.
Get in touch with us today, to discuss your upcoming projects and ensure your plans remain on track.
MTI will continue to provide updates as the situation evolves.
This guidance is based on current market information and may change as conditions develop.