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Memory prices to peak this year in upcycle turning point, research suggests

AI demand is keeping supplies tight, but slower pricing momentum and expansion by CXMT and YMTC are raising questions over how long boom can last.

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axios.com

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AI · summaries

scmp.comStai leggendo1 g fa

Memory prices to peak this year in upcycle turning point, research suggests

DRAM prices slow to 17% growth in Q3 vs 65% in Q2—late-stage cycle ahead, as Chinese CXMT doubles capacity by 2028. For IT managers: act now on capex. Memory margins compress; China's supply surge will erode pricing power through 2028.

originale

axios.com6 h fa

Why "chipflation" is here to stay

DRAM prices up 27.6% YoY (highest since 1966), driven by AI hyperscalers locking supply; PC/phone makers face inventory squeeze. Consumer hardware and cloud costs surge (+10% annually); the crunch continues while AI capex dominates procurement priorities.

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Timeline cronologica

lunedì 10 agosto 2026·scmp.com
Memory prices to peak this year in upcycle turning point, research suggests
AI demand is keeping supplies tight, but slower pricing momentum and expansion by CXMT and YMTC are raising questions over how long boom can last.
martedì 11 agosto 2026·axios.com
Why "chipflation" is here to stay
The cost of computer memory used to get cheaper over time. No longer.