"The explosion in AI-related cloud computing and data centers has led to so much demand for certain types of memory chips that now there's a shortage. The imbalance is expected to start affecting prices of all sorts of products powered by technology. "I keep telling everybody that if you want a device, you buy it now," said Avril Wu, a senior research vice president at TrendForce, a Taiwan-based consultancy that tracks markets for computer components. "I myself bought an iPhone 17 already,""
"Wu said TrendForce's data indicates that demand for RAM chips exceeds supply by 10% and it's growing so fast that manufacturers are having to shell out a lot more to buy them each month. Wu said this quarter alone, they're paying 50% more than the previous quarter for the most common type of RAM, known as DRAM dynamic random access memory. And if producers want the chips sooner,"
An explosion in AI-related cloud computing and data center construction has driven heavy demand for RAM chips, creating a shortage. The shortage is starting to push up prices across technology products. Demand for RAM currently exceeds supply by about 10%. Manufacturers are paying roughly 50% more this quarter for common DRAM and are paying two to three times more for expedited delivery. DRAM prices are expected to rise another 40% next quarter and remain elevated into 2026. AI workloads rely heavily on memory alongside GPUs, making the demand structural rather than merely cyclical.
Read at www.npr.org
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