AMD Stretches Server DRAM with Flash Extended Memory
Datacenter servers are facing a memory crisis as DRAM prices have surged due to heightened demand from generative AI workloads. AMD has responded by acquiring the startup MEXT, which claims to transparently extend DRAM capacity using flash storage. The move aims to reduce server costs and alleviate pressure on the limited DRAM supply chain.
- ▪Counterpoint Research reports that 64 GB DIMM prices rose 3.5 times between Q3 2025 and Q1 2026 and could increase five‑fold by Q3 2026.
- ▪DRAM now accounts for roughly 75 percent of a server’s bill of materials, up from about 50 percent in 2023.
- ▪Intel’s 3D XPoint technology failed to achieve mainstream adoption and was discontinued, limiting alternative memory options.
- ▪AMD’s acquisition of MEXT, founded in 2023, aims to provide a transparent DRAM‑to‑flash extension to improve memory efficiency.
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