# eSSD

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.

NeMo2026年1月27日 05:50

#NAND#DRAM#Samsung

Technology

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