Industry Newshigh bandwidth memoryai infrastructuresamsungmemory pricing
AI Demand Keeps DRAM And NAND Prices Elevated
7.1
Counterpoint Research warns the current surge in DRAM and NAND prices could persist through the second half of 2027, driven by AI infrastructure demand. Analysts estimate AI data centers may consume around 70% of high-end DRAM by 2026 as manufacturers prioritize high-margin HBM, tightening supply for consumer memory. The shortage may prompt higher PC and smartphone prices or reduced specifications industrywide.
Key Points
- 1Project heavy consumption: AI data centers may use about 70% of high-end DRAM by 2026
- 2Signal supply shift: Manufacturers favor high-margin HBM, reducing conventional DRAM and NAND production capacity
- 3Implication for products: Sustained memory price rises could force higher PC and smartphone prices
Scoring Rationale
Strong industry relevance and broad impact drive score, but analysis relies on single market report limiting novelty.
Sources
Public references used for this report.
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