AI-Driven RAM Price Surge: Costs Soar, Panic Buying, and Bubble Fears
The explosive growth of artificial intelligence has created a severe shortage in the global memory market, causing DRAM prices to surge as much as 170% due to manufacturers prioritizing AI data center needs. This shift has led to spot-market sales at retailers and extended wait times for consumers as manufacturers like Samsung and SK Hynix focus on lucrative AI infrastructure contracts. Analysts predict prices for advanced memory could double by mid-2026, exacerbating shortages and potentially delaying module launches. Consequently, this demand-driven crisis is creating a market frenzy marked by hoarding, price gouging, and the exacerbation of the digital divide.
John Q. Hosedrinker