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◆ TESSARA JULY 23, 2026 DDR5 server memory supply tightness 86 OUT OF 100 +0.0% WoW · +7.4% vs 90d Tessara supply-tightness score for DDR5 server DRAM, 0 to 100. Higher means scarcer. 50 60 70 80 90 Prior peak 89 Breakout Jan '25 Mar '26 May '26 Jul '26 tessara.tech Source: Tessara world model

DDR5 server memory supply tightness

DDR5 server DRAM is the commodity memory the AI build leans on. Rising tightness is one of the clearest signs the build is straining the supply that feeds it. Tessara scores it 0 to 100, daily.
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