RAM Prices Surge 50% as AI Chip Demand Creates Global Memory Shortage Through 2026
Summary
RAM prices skyrocket 50% this quarter as AI chip manufacturers create unprecedented memory shortage, with suppliers completely sold out through 2026 and new production facilities not expected until 2027-2030.
Key Points
- Global memory shortage drives RAM prices up 50-55% this quarter as AI chip demand from Nvidia, AMD, and Google outpaces supply from manufacturers Micron, SK Hynix, and Samsung
- Memory makers prioritize high-bandwidth memory (HBM) for AI applications over consumer products, with each HBM bit requiring manufacturers to forgo three bits of conventional memory production
- Major memory suppliers report being sold out through 2026, forcing consumer electronics companies like Dell to consider raising prices while new production facilities won't come online until 2027-2030