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Title: DRAM Costs Surge Past Gold as AI Demand Strains Supply

Link: https://it.slashdot.org/story/25/11/05/147220...

DRAM contract prices surged 171.8% year-over-year as of the third quarter of
2025. The increase now exceeds the rate at which gold prices have climbed.
ADATA chairman Chen Libai stated that the fourth quarter of 2025 will mark
the beginning of a major DRAM bull market. He expects severe shortages to
materialize in 2026. Memory manufacturers have shifted production priorities
toward datacenter-focused memory types like RDIMM and HBM. Consumer DDR5
production has declined as a result. A Corsair Vengeance RGB dual-channel
DDR5 kit that sold for $91 dollars in July now costs a $183 dollars on
Newegg. The pricing trend extends to NAND flash and hard drives. Analysts
project the increases will persist for at least four years, matching the
duration of supply contracts that some companies have signed with Samsung and
SK Hynix.

Read more of this story at Slashdot.

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