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Current Market Developments in Memory Components (SSD & RAM)

Reinhard Lülff

Published on 26 Jan, 2026

Current Market Developments in Memory Components (SSD & RAM)

Current situation

Global demand for memory components has increased significantly in recent months. In particular, SSDs and RAM have seen substantial price increases of up to 600%. Market analysts expect this trend to continue throughout this year. A short-term easing of the situation is currently not foreseeable.

In addition to rising prices, availability across the industry is limited. The main reasons for this include:

  • High demand driven by AI and data center projects: The global expansion of AI infrastructures is creating massive demand for NAND Flash and DRAM.
  • Production prioritization by manufacturers: Market leaders such as Samsung, Micron, and SK Hynix are increasingly focusing on High Bandwidth Memory (HBM) for AI accelerators, resulting in shortages of standard components.
  • Volatile forecasts: Experts anticipate ongoing volatility at least until end of 2026.

This situation affects price validity, delivery times, and planning reliability. Therefore, we are unfortunately also compelled to adjust our prices to current market conditions. We do so with the utmost care and with the goal of minimizing the impact on you as much as possible.

To best safeguard your projects, we offer the following options:

  • Price protection measures (e.g., time-based fixation)
  • Alternative specifications for greater flexibility
  • Strategies to ensure reliable delivery timelines

Your dedicated account manager is ready to discuss your requirements and priorities individually. Our goal is to overcome this challenge together – with transparency and a strong partnership. Thank you for your trust and continued cooperation. Should you have any questions or require immediate assistance, we are always here for you.

Expert

Reinhard Lülff

Managing director at Welotec GmbH

With over 26 years at Welotec, he specializes in business development, general management, and finance. Reinhard holds a Dipl.-Ing. in Chemistry and Biochemistry from the Westfälische Wilhelms-Universität Münster. He is committed to expanding Welotec's network and partnerships in Industrial IT, Wireless, and Automation, and actively seeks innovative development partners and motivated employees to drive the company’s mission of delivering intelligent, sustainable solutions.

Portrait, Rheinhard Luelff

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