NuAxiSemiconductor trade intelligence

RAMmageddon? AI-driven memory shortage sends DRAM prices 'parabolic'

What happened

DRAM and NAND prices are rising at record speed due to a severe supply crunch, the most acute in over a decade. High-bandwidth memory capacity is being increasingly absorbed by AI data centers, driving the shortage. Bullish: AI-driven demand surge is creating a structural shortage, putting sustained upward pressure on memory prices.

Impact and signal

High impactImpact score: 95/100

Affected components and suppliers

DRAMNAND FlashHBM

Samsung Electronics SK Hynix Micron Technology

shortageprice-hikeAI-demand

Source and time

Source: DigiTimes Asia · 2/16/2026 · View original source

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RAMmageddon? AI-driven memory shortage sends DRAM prices 'parabolic'

What happened

Impact and signal

Affected components and suppliers

Source and time

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