Memory Market Faces Supply Tightness and Price Fluctuations Amid AI Boom
TL;DR Summary
Etron's chairman likens DRAM suppliers like Samsung and SK hynix to Santa Claus due to their selective allocation of limited DRAM capacity amid ongoing shortages driven by AI demand, which is expected to persist until 2027, impacting the PC and consumer markets.
- Memory Suppliers Have Become the New “Santa Claus,” Selectively Handing Out DRAM Capacity to Customers, Says Taiwan’s Etron Chairman Wccftech
- AI data centers are eating the memory industry, and it could hurt your wallet Yahoo Finance
- G.SKILL addresses sharp DDR5 RAM price increases for 2025-2026 Neowin
- Sapphire rep predicts DRAM prices will begin to stabilize in the next 6-8 months, but warns 'it may not be the prices we want' — GPU vendor says memory crisis is similar to tariff uncertainty Tom's Hardware
- Micron says memory shortage will ‘persist’ beyond 2026 The Verge
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