Ram shortages push up device prices

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Ram shortages push up device prices
Technology

Euronews English

The global AI boom has prompted chipmakers to pivot production toward high-bandwidth memory (HBM) for data centres, tightening supply of conventional DRAM and causing sharp price rises for consumer memory. Samsung's chief financial officer warned shortages are likely to deepen in 2027 and remain tight through 2028, while market researcher TrendForce said memory prices for PCs and smartphones are about five to six times higher year-on-year. Retailers and custom PC builders report steep revenue drops and customers upgrading older machines instead of buying new ones, and carmakers now face higher in-vehicle computer costs that could affect vehicle prices.

Memory prices rose about five to six times over the past year.

Context

Demand for AI tools rose sharply and data centres need more advanced memory. Chipmakers…

The full analysis

19 dimensions on this story — world impact, market read, and what happens next.

  • Full ContextLocked
  • Affected SectorsLocked
  • Stock ImpactLocked
  • Economic IndicatorSharp consumer DRAM price inflation (PC…Locked
  • Investor RelevanceLocked
  • Professional RelevanceLocked
  • Watch PointsMonthly TrendForce (or equivalent)…Locked
  • Probability of ChangeLocked
  • Debate PointsWhether chipmakers should prioritize…Locked
  • Prerequisite KnowledgeLocked
  • Follow-up QuestionsWill shortages deepen in 2027 and…Locked
  • Pros & ConsMemory chipmakers: gain large profits…Locked
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