• If it feels these days as if everything in technology is about AI, that’s because it is. • And nowhere is that more true than in the market for computer memory. • Demand, and profitability, for the type of DRAM used to feed GPUs and other accelerators in AI data centers is so huge that it’s diverting away supply of memory for other uses and causing prices to skyrocket. • According to Counterpoint Research, DRAM prices have risen 80-90 precent so far this quarter. • The largest AI hardware companies say they have secured their chips out as far as 2028, but that leaves everybody else-makers of PCs, consumer gizmos, and everything else that needs to temporarily store a billion bits-scrambling to deal with scarce supply and inflated prices. • How did the electronics industry get into this mess, and more importantly, how will it get out?
Article Summaries:
- If it feels these days as if everything in technology is about AI, that’s because it is. And nowhere is that more true than in the market for computer memory. Demand, and profitability, for the type of DRAM used to feed GPUs and other accelerators in AI data centers is so huge that it’s diverting away supply of memory for other uses and causing prices to skyrocket. According to Counterpoint Research, DRAM prices have risen 80-90 precent so far this quarter. The largest AI hardware companies say they have secured their chips out as far as 2028, but that leaves everybody else-makers of PCs, cons
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