DRAM prices surged 90-98% in Q1 2026 as AI demand for high-bandwidth memory starves conventional chip supply. NAND flash jumped 55-100% with more increases

Memory prices are all set to rise further in the coming quarters of 2026 as persistent shortages continue to grip the market.

Samsung and SK Hynix, backed by the South Korean government, are pouring $590 billion into new chip factories and packaging centers as AI data center demand surges. According to…

Stanford ricostruisce l'evoluzione dei prezzi di DRAM, NAND e HBM: dai crolli storici alla nuova pressione dell'AI su RAM e SSD.

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…

Micron and SanDisk stocks have surged over 200% amid an AI memory shortage Morgan Stanley says could last 2-3 more years. Here's what it means for crypto.

AI continues to make everything more expensive.

DRAM prices surged 90-98% in Q1 2026 as AI demand for high-bandwidth memory starves conventional chip supply. NAND flash jumped 55-100% with more increases

Apple CEO Tim Cook flags an "extreme shortage" in memory chips while the $DRAM ETF shatters records, hitting $25B in just 84 days.

After dominating markets in 2026, AI-tied memory and semiconductor stocks are losing momentum, raising the question whether capital will shift back into bitcoin.