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The data center boom is making the memory shortage even worse
The memory shortage at the heart of recent price hikes on consumer electronics is expected to worsen in the next year, with no quick fix in sight.
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techspot.com
RAM prices expected to rise another 40-50% in Q3 2026, and then 30% more in Q4 as AI demand outpaces supply
Ethan Tan, a memory industry consultant and former Samsung China executive, told Jefferies Equity Research analysts during a recent briefing that he expects memory prices to…
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businessinsider.com
The data center boom is making the memory shortage even worse
The memory shortage at the heart of recent price hikes on consumer electronics is expected to worsen in the next year, with no quick fix in sight.
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cnbc.com
Micron CEO: Customers driving hard bargain on price contributed to memory shortage
Micron CEO Sanjay Mehrotra said years of aggressive pricing pressure left the memory industry underinvested, contributing to today's supply shortages.