# NAND

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.

NeTe2026年1月19日 02:30

#storage chips#DDR5#eSSD

Close-up of a 12-year-old single malt whisky bottle with elegant design on a textured background.

Technology

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.

NeTe2026年1月18日 06:50

#memory#DRAM#NAND

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