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      Google Initiates Server Dismantling to Recycle DDR4 Amid Memory Shortages

      Google is taking steps to address memory shortages in the AI sector by dismantling retired servers to recycle DDR4 components. Nikhil Cherian, the Senior Director of Supply Chain Infrastructure at Google, announced that the company is creating an internal recycling supply chain to alleviate memory bottlenecks. This initiative involves developing specialized hardware adapters that allow older DDR4 components to connect with the latest AI server technology.

      The AI industry is experiencing a shift from being compute-constrained to memory-constrained, with high-performance memory now accounting for approximately 75% of the total cost of materials for AI servers. A recent report from Goldman Sachs predicts that memory prices will continue to rise, with personal computer DRAM prices expected to increase by 18% to 23% and server DRAM prices projected to rise by 13% to 18% in the third quarter.

      In August, Trendforce reported that the spot market prices for DDR4 8GB and DDR5 8GB modules had risen to $142 and $133, respectively. In response to these challenges, Google has optimized its TPU ASICs launched this year for memory efficiency, claiming to reduce memory demand to one-sixth of previous levels. The TPU8i chip features a high-speed DDR5 memory architecture and is equipped with 288GB of HBM3e high-bandwidth memory, designed to enhance performance in host-level tasks.

      © 2026 KLEA News. All Rights Reserved. This article is provided for informational purposes only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.

      Source: KLEA News

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