DRAM prices surged globally in 2025, more than doubling due to demand from AI data centers, with contract prices rising 171.8% year-over-year. Retail prices saw dramatic increases, and shortages persist, with major manufacturers slow to ramp up production, citing previous market volatility. Skepticism surrounds the industry's claims of supply-demand imbalance, given their history of price-fixing and profit-focused strategies. The situation is complex, combining genuine demand with potential artificial inflation of prices. The outlook suggests high prices could continue into 2026 or longer, unless the AI demand declines or production capacity increases.
https://www.xda-developers.com/dram-prices-spiking-dont-trust-industry-reasons/