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AI Boom Fuels 55% Surge in Memory Prices by 2026

1/26/2026

25 3 Full Breakdown

Summary

Story summary

Rising memory costs result from supply shortages tied to AI datacenter expansion, raising RAM and flash prices.
Prices are projected to rise 55% by the end of Q1 2026.
Apple Inc. is expected to release MacBook Pro models soon and is unlikely to raise memory prices immediately.
As Apple loses priority with suppliers like Taiwan Semiconductor Manufacturing Company (TSMC) to AI companies, price adjustments may be necessary for the M6 Macs.

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Story summary

Rising memory costs result from supply shortages tied to AI datacenter expansion, raising RAM and flash prices.
Prices are projected to rise 55% by the end of Q1 2026.
Apple Inc. is expected to release MacBook Pro models soon and is unlikely to raise memory prices immediately.
As Apple loses priority with suppliers like Taiwan Semiconductor Manufacturing Company (TSMC) to AI companies, price adjustments may be necessary for the M6 Macs.