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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Illustration depicting a Microsoft Surface Laptop with a prominent price increase tag due to RAM shortage, amid symbols of AI data centers.
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Microsoft raises prices on Surface PCs due to RAM shortage

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Microsoft has increased prices across its Surface PC lineup, with some models rising by up to $500, citing higher memory and component costs. The changes, now live on the Microsoft Store, affect current-generation hardware originally launched in 2024. Officials blame the hikes on a persistent RAM chip shortage driven by demand from AI data centers.

A Chinese PC parts vendor who stockpiled DRAM during high prices expressed despair after recent price drops. In a video from a warehouse filled with memory chips, the vendor questioned if prices might rise again. The declines follow AI-driven shortages but are not yet widespread.

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Apple CEO Tim Cook stated that high memory costs will significantly impact the company's business in coming quarters. He highlighted supply constraints during the latest earnings call despite strong revenue growth. The issue stems from skyrocketing RAM prices driven by AI data center demand.

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