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.

Makala yanayohusiana

HP executives highlight surging RAM costs to 35% of PC bill of materials due to AI demand during earnings call.
Picha iliyoundwa na AI

HP reports RAM costs now at 35 percent of PC bill of materials

Imeripotiwa na AI Picha iliyoundwa na AI

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.

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.

Imeripotiwa na AI

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.

Chinese electric vehicle maker BYD has raised the price of its high-end DiPilot 300 assisted-driving system by 21%, attributing the move to a sharp rise in global storage hardware costs. The increase takes effect on Friday.

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