# DRAM
Latest news and articles about DRAM
Total: 17 articles found
Memory Makers Ride an AI-Fuelled Supercycle as Prices Soar — and Few Can Stop It
A surge in demand for AI‑related storage is driving rapid price rises across DRAM and NAND, with suppliers shifting to flexible, quarterly pricing and prioritising high‑margin AI products. Limited capacity growth — because investment is being spent on process upgrades rather than volume expansion — means the shortage looks structural and could persist through 2026–27, benefiting memory vendors but squeezing OEMs and raising the cost of scaling AI services.
AI’s Hunger for Memory Could Keep Global Chip Shortages Dragging On Until 2027
Synopsys CEO Sassine Ghazi warns that the current memory-chip shortage, driven by heavy demand from AI data centres, is likely to last through 2026 and potentially into 2027. Concentrated production, long lead times for new fabs and booming demand for HBM mean elevated prices and allocation pressures may persist, benefiting memory suppliers but squeezing device makers and other industries.
AI Boom Sends Memory Prices Soaring — What It Means for Cloud Providers, Chipmakers and Investors
AI-driven demand for high-performance memory has tightened global supplies, pushing DDR5 RDIMM and enterprise SSD prices sharply higher. China is accelerating domestic capacity expansion and technology upgrades, creating opportunities for local chipmakers and investors while leaving device makers and cloud users to manage higher costs.
Memory Modules Soar: Daily Price Swings and a Consumer Electronics Squeeze in 2026
Memory module prices in China have surged sharply in early 2026, with daily volatility and near-doubling in some segments driven by AI, data-centre demand and seasonal restocking. The spike threatens to raise consumer electronics prices, squeeze OEM margins and invite heavy capital spending that could sow future overcapacity risks.
Memory Prices Rocket as AI Squeezes Supply Chain — Devices, OEMs and Shoppers Feel the Pinch
A sharp surge in memory and SSD prices driven by AI-related demand is pushing up the cost of laptops, phones and assembled PCs while inflating profits at major memory makers. Industry insiders expect the tightness to persist through 2026 as capacity expansion lags explosive demand for AI-optimised storage.