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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HP executives highlight surging RAM costs to 35% of PC bill of materials due to AI demand during earnings call.
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HP reports RAM costs now at 35 percent of PC bill of materials

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During its Q1 2026 earnings call, HP executives revealed that RAM now represents 35 percent of the company's PC costs, up from 15 to 18 percent last quarter. The surge is attributed to AI-driven demand straining memory supplies. HP anticipates further price volatility and plans to raise PC prices in response.

Ein chinesischer PC-Teilehändler, der während der Hochpreisphase DRAM auf Lager gelegt hatte, äußerte seine Verzweiflung nach den jüngsten Preisrückgängen. In einem Video aus einem Lager voller Speicherchips fragte der Händler, ob die Preise wohl wieder steigen könnten. Die Rückgänge folgen auf KI-bedingte Engpässe, sind aber noch nicht flächendeckend.

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Apple-CEO Tim Cook erklärte, dass hohe Speicherkosten die Geschäfte des Unternehmens in den kommenden Quartalen erheblich beeinflussen werden. Während der jüngsten Telefonkonferenz zu den Geschäftszahlen betonte er trotz eines starken Umsatzwachstums bestehende Lieferengpässe. Das Problem resultiert aus den explodierenden RAM-Preisen, die durch die Nachfrage von KI-Rechenzentren getrieben werden.

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.

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A recent report highlights significant price increases for graphics cards, with higher-end Nvidia GPUs experiencing the most severe impacts globally. The findings underscore the challenging market conditions for these components. Published on February 18, 2026, the update describes the situation as an 'absurd GPU pricing update.'

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