As Q2 progresses, Tekdis is seeing continued pressure across key computing components, particularly memory, SSDs, HDDs and Intel CPUs. While DDR4, DDR5, and SSD pricing remained relatively stable through April, the broader market trend remains upward, with gradual price increases expected through May and into the coming quarter.
The main driver remains demand from AI servers, cloud infrastructure and data centre expansion. These markets are consuming a growing share of global DRAM and NAND production, with suppliers prioritising higher-margin enterprise and server-grade components. This is beginning to flow through to industrial, embedded and commercial computing supply chains, where memory and storage availability are becoming tighter. TrendForce has also reported strong Q2 2026 price increases across NAND Flash, driven by AI and data centre demand.
SSD/NAND Flash
For SSDs, the market is moving into a tighter supply environment. Enterprise SSD demand remains strong, while suppliers are limiting some client SSD allocation to maximise production value. A meaningful increase in NAND capacity is not expected in the short term, with broader relief more likely later in 2027 or 2028. Recent market reports also point to longer supply agreements between major storage vendors and large cloud customers, which may limit flexible supply for the broader market.
DRAM
DDR5 remains on an upward pricing trend, led by strong demand for server DRAM and AI-related infrastructure. DDR4 is also becoming more supply-constrained as manufacturers shift production toward newer and higher-margin memory types. This is important for customers still using long-life industrial systems built around DDR4 platforms, as availability and pricing may become less predictable through 2026.
Intel CPU
Intel CPU supply is also becoming more challenging. Industry reports have confirmed Intel CPU price increases for OEM customers, with extended lead times on key products linked to broader supply constraints and rising component costs. TrendForce has also reported server CPU pricing increases of up to 20% since March, with further Intel price rises possible in the second half of 2026.
Alongside pricing and lead time pressure, Intel has issued several product discontinuance notices across selected processor families. These include select 12th Generation Intel Core desktop processors, select 13th Generation Intel Core mobile processors and selected boxed Intel Core Ultra 5 and Core Ultra 7 processors. These notices do not mean every product in these families is immediately unavailable, but they do mean affected SKUs are entering a managed end-of-life process with defined last order and shipment windows.
For Tekdis customers, the key message is to plan ahead. Projects that require fixed specifications, repeat builds, long-life industrial platforms or locked BOMs should be reviewed early. Where possible, we recommend confirming forecast demand, checking CPU lifecycle status and allowing additional lead time for configured systems that include DDR4, DDR5, SSDs, HDDs or Intel processors.
Tekdis will continue working closely with our supply partners to manage availability, provide suitable alternatives where required and support customers with long-term hardware planning. Customers with upcoming projects are encouraged to speak with our team early so we can help secure supply, review compatible alternatives and minimise the risk of unexpected pricing or lead time changes.