AI memory shortages cause sharp price surge

Major memory suppliers and AI chip buyers report demand has outpaced supply, and TrendForce projects average DRAM prices will rise about 50–55% this quarter.

Demand for short-term computer memory, commonly called DRAM or RAM, has risen sharply this year. Large AI chip customers including Nvidia, Advanced Micro Devices and Google are using substantial amounts of that memory and are among the first in line. Three suppliers — Micron, SK Hynix and Samsung — account for nearly the entire RAM market and have reported heavy orders. Micron’s business chief Sumit Sadana said at CES that demand has far outpaced the memory industry's ability to supply those components. Reported details: - Market concentration: The article reports that Micron, SK Hynix and Samsung make up most of the global RAM supply. - Buyer demand: Companies building AI chips are drawing large volumes of memory and are being prioritized for available capacity. - Price outlook: Research firm TrendForce expects average DRAM prices to rise about 50–55% this quarter versus the fourth quarter of 2025 and described that rise as "unprecedented." Summary: The reported situation represents a notable shift in supply and demand for DRAM, with suppliers reporting heavy orders and research firms forecasting sizable price increases. Undetermined at this time.