Dram prices set to nearly double by March 2026 due to AI demand

High-capacity DRAM prices are surging as demand from AI servers strains supply for personal computers. Average selling prices per gigabit rose sharply in late 2025. This trend is expected to push costs almost double by March 2026.

The cost of high-capacity dynamic random-access memory (DRAM) is escalating rapidly, driven by intense demand from AI infrastructure. Server needs from major AI companies are tightening the availability of memory chips for consumer PCs, leading to dramatic price increases.

According to recent reports, average selling prices per gigabit for DRAM jumped abruptly in late 2025. This surge reflects the growing appetite for high-performance memory in data centers supporting artificial intelligence applications. As a result, the market anticipates that prices could nearly double by March 2026, affecting everything from laptops to gaming rigs.

This development underscores the broader impact of AI expansion on the semiconductor industry. While AI advancements promise innovation, they are creating supply bottlenecks that ripple through consumer electronics. Manufacturers and consumers alike may face higher costs as the industry reallocates resources to meet server demands.

The situation highlights the trade-offs in the race for AI dominance, where enterprise priorities are reshaping personal computing affordability.

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Shocked customers at a PC store gaze at tripled RAM and SSD prices amid AI shortage, with server imagery in background.
Bild generiert von KI

Ram and memory prices surge due to ai shortage

Von KI berichtet Bild generiert von KI

A shortage of ram and flash memory chips, driven by the ai boom, has caused prices to triple in just three months, making it a poor time to build or upgrade pcs. While gpu prices have stabilized, the rising costs affect ssds and both ddr4 and ddr5 kits, with higher-capacity options hit hardest. Manufacturers like lenovo are stockpiling components to mitigate impacts.

Major memory manufacturers like Samsung, SK Hynix, and Micron are reporting record profits due to surging demand for RAM fueled by the AI industry. Prices for consumer RAM have more than quadrupled in recent months, with analysts predicting further increases in 2026. This boom stems from competition for limited supplies and shifts in production toward AI-specific memory types.

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A global shortage of RAM, driven by AI data center demands, has caused PC memory prices to surge by 40 to 70 percent in 2025, leading to higher costs and lower specs for computers in 2026. This development is dampening the hype around so-called AI PCs, as manufacturers shift focus amid waning consumer interest. Analysts predict volatility in PC sales this year, with shortages persisting beyond 2026.

Japanese memory maker Kioxia has announced that its manufacturing capacity is fully booked until the end of 2026, due to surging demand from AI investments. This shortage is expected to keep SSD prices high for both enterprise and consumer markets. Executives warn that companies cannot afford to halt AI spending amid competitive pressures.

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Graphics card manufacturers for AMD are reportedly eyeing further price increases, potentially following Nvidia's lead by dropping 16GB models in favor of 8GB variants. This shift in priorities comes amid ongoing market dynamics in the GPU sector. The rumors highlight evolving strategies in high-end computing hardware.

Custom PC builder Maingear has introduced a BYO RAM program to address the ongoing computer memory shortage. Customers can supply their own DDR5 RAM, which Maingear will install and test in built-to-order systems. The initiative comes as data center demands strain global RAM supplies.

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SK hynix erzielte im dritten Quartal eine Rekordvierteljahresleistung, angetrieben durch steigende Nachfrage nach KI-Chips. Das Betriebsergebnis stieg auf 11,38 Billionen Won, ein signifikanter Anstieg gegenüber dem Vorjahr, wobei der Umsatz 24,44 Billionen Won erreichte. Die Ergebnisse wurden durch starke Verkäufe von High-Bandwidth-Memory und anderen Hochleistungsprodukten angetrieben.

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