1 of 1
Story summary
- DRAM prices have risen 80–90% this quarter due to a surge in high-bandwidth memory demand from the AI boom.
- NVIDIA Corporation is securing chips through 2028, leaving other sectors with supply shortages.
- The memory industry's cyclical nature, combined with rapid AI data-center expansion, has amplified price pressures.
- Micron Technology, Inc. and Samsung Electronics Co., Ltd. are building new fabs, but these will not relieve price pressures until 2027 or later.
