Memory Prices Set to Spike: What You Need to Know
As demand for AI infrastructure continues to soar, memory prices are predicted to rise dramatically. Analysts forecast a significant supply-demand imbalance, particularly for server memory:
- Price Surge: Expect a staggering 70% increase in server memory prices this quarter, with projections of nearly double by mid-2026.
- Market Dynamics: Major players like Samsung, SK Hynix, and Micron are pivoting production from consumer devices to high-margin AI chips.
- Financial Outlook: Analysts are bullish, raising earnings forecasts based on the AI boom’s impact on these companies.
The consequences extend beyond memory manufacturers. Hardware makers and end users will feel the effects of unprecedented shortages well into 2027, with conventional DRAM prices already spiking over 60% in a single quarter.
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