The global demand for memory, particularly RAM, has surged dramatically due to the rapid expansion of AI data centers. Major players in the AI field, such as OpenAI, Google, and Amazon, are driving this demand, which is causing a significant increase in prices and a looming shortage. It is estimated that OpenAI alone could consume as much as 40% of the world’s DRAM production.
Only a few companies, including Samsung, SK hynix, and Micron, manufacture the chips necessary for RAM and SSDs. These manufacturers are unable to meet the current demand and do not plan to increase production in the near future. As a result, the outlook for consumer electronics is grim, with prices expected to remain high for RAM, and potentially rise further.
In response to these challenges, major vendors like Dell are adjusting their pricing strategies, with plans to raise prices for business customers by up to 30%. Consumers looking for RAM or storage should act quickly, as prices are projected to continue climbing, affecting everything from laptops to gaming consoles.