GoKawiilEthan Tan, a memory industry consultant and former Samsung China executive, told Jefferies Equity Research analysts during a recent briefing that he expects memory prices to rise by 40% to 50% in the third quarter of 2026 compared to the prior quarter, and by another 30% to 40% in Q4....Read Entire Article
RAM prices expected to rise another 40-50% in Q3 2026, and then 30% more in Q4 as AI demand outpaces supply
Why This Matters
The projected surge in RAM prices due to AI-driven demand highlights potential cost increases for consumers and manufacturers, impacting the overall tech supply chain. This trend underscores the importance of supply chain resilience and innovation in memory manufacturing. As AI continues to grow, the industry must adapt to meet rising hardware demands without compromising affordability.
Key Takeaways
- RAM prices expected to increase by up to 50% in Q3 2026.
- AI demand is a primary driver behind the price surge.
- Manufacturers need to innovate to address supply shortages and cost pressures.
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