Memory prices have jumped a lot this year. DRAM costs are up more than 170% because AI companies are buying huge amounts of it for their data centers. Chip makers are now focusing on high-bandwidth memory used for AI servers, which means there’s less supply for regular computers and phones. Some companies say they’re only getting about 70% of the memory they ordered. If this keeps up, smaller tech companies might struggle to get the parts they need, and everyday devices like laptops and phones could start getting more expensive.
Sources:
https://www.techspot.com/news/110173-ai-boom-drives-record-172-surge-dram-prices.html
https://www.tomshardware.com/pc-components/storage/server-dram-prices-surge-50-percent
4 comments:
That's a huge jump, a 170% rise, which shows just how much AI demand is reshaping the tech supply chain. It's interesting (and a little worrying) how investment in AI infrastructure is now spilling over into consumer markets. If memory production continues to prioritize AI servers, we could start seeing another round of inflation in electronics prices. Do you think manufacturers will eventually ramp up capacity fast enough to stabilize costs, or is this shortage going to stick around for a while?
This seems incredibly interesting, as someone looking to modernize their computer, I am seeing such drastically increased prices, both for larger companies and consumers. And seeing a phone breach 1,000 dollars in value would've been nearly unheard of when they were first launched, now it is the norm. Do you think that supply will catch up to demand?
Do we see lowering hype between the tech stocks making an impact in these soaring prices?
This situation points out how fast emerging technologies like AI can disrupt broader markets. The huge jump in DRAM prices shows that when one sector, like AI, requires huge amounts of a that resource, it can create shortages and higher costs for everyone else.
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