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AI Boom Sparks Memory Price Surge: 90% Increase Ahead

3/11/2026

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Summary

Story summary

Ban-Seng Teh of Seagate Technology said memory price increases may become "the new normal" due to the artificial intelligence boom.
He described the market as a supercycle, distinct from past cycles of shortage and oversupply.
Seagate has observed rising costs linked to DRAM prices, despite minimal DRAM use.
In Q1 2026, server DRAM prices are projected to rise 90% due to AI data centers' memory demand for GPUs in large language models.

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Story summary

Ban-Seng Teh of Seagate Technology said memory price increases may become "the new normal" due to the artificial intelligence boom.
He described the market as a supercycle, distinct from past cycles of shortage and oversupply.
Seagate has observed rising costs linked to DRAM prices, despite minimal DRAM use.
In Q1 2026, server DRAM prices are projected to rise 90% due to AI data centers' memory demand for GPUs in large language models.