Rammageddon: AI’s impact on the memory market

The global RAM (DRAM) market is experiencing a severe price crisis, with the cost of memory surging by as much as 80 to 90% quarter on quarter. Driven by the insatiable, high-margin demand for AI data center infrastructure, manufacturers have shifted production capacity away from consumer products, causing a shortage expected to last well into 2026, and potentially up to 2028.