# price inflation

China Warns: Memory Chip Prices Surge on AI Demand, Forcing Consumer Electronics Price Rises

China’s price‑monitoring arm says DRAM and NAND prices have surged to multi‑year highs since September 2025, driven by explosive AI server demand, strategic capacity shifts by dominant suppliers, rising materials costs and downstream panic buying. The increases are already being passed on to PCs and smartphones and will weigh on manufacturing input prices and some consumer price categories until new capacity comes online.