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DRAM Prices Soar Amid Sustained AI Demand, Supply Shortages

12/20/2025

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Summary

Story summary

DRAM prices are projected to stay high until at least 2026 due to AI demand, per TechInsights analyst James Sanders.
G.Skill notes supply constraints and strong demand drive price increases.
The memory market diverges, with high-bandwidth memory gaining prominence for AI applications while consumer-grade memory lags.
Micron Technology, Inc. CEO says industry supply will remain short of demand, leading to substantial revenue growth for memory fabs despite higher end-customer prices.

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Story summary

DRAM prices are projected to stay high until at least 2026 due to AI demand, per TechInsights analyst James Sanders.
G.Skill notes supply constraints and strong demand drive price increases.
The memory market diverges, with high-bandwidth memory gaining prominence for AI applications while consumer-grade memory lags.
Micron Technology, Inc. CEO says industry supply will remain short of demand, leading to substantial revenue growth for memory fabs despite higher end-customer prices.