Prices for computers, graphics cards, smartphones etc are going up and will stay up for years because of the demand from AI companies.
The RAM pricing crisis has only just started, Team Group GM warns — says problem will get worse in 2026 as DRAM and NAND prices double in one month.
The ongoing structural change of the DRAM market caused by the shift of manufacturing capacities to production of high bandwidth memory (HBM) for AI accelerators has already caused a massive price hike of commodity DDR and LPDDR memory — but the worst is yet to come.
According to the general manager of Chinese memory giant TeamGroup, contract prices of DRAM and NAND products have almost doubled recently. Supply of commodity memory is set to worsen in early 2026, and normalization is unlikely before 2027 – 2028 when more production capacity emerges,