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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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.

Iniulat ng AI

Advanced Micro Devices posted first-quarter results that topped expectations, with revenue climbing 38 percent on robust server chip sales tied to artificial intelligence.

The Bank of Korea said the global semiconductor market remains undersupplied and the current AI-driven supercycle is expected to continue for some time.

Iniulat ng AI

Seventeen plaintiffs have filed a class action lawsuit against Samsung, SK Hynix and Micron Technology, alleging the companies colluded to limit RAM supply and raise prices.

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