AI-driven storage chips in short supply: Surge in DRAM prices changes industry landscape

The rapid development of AI technology is profoundly changing the supply and demand balance of the global chip industry. The increasing demand for artificial intelligence applications has led to a significant rise in DRAM (Dynamic Random Access Memory) prices. This wave of price increases has affected the entire supply chain, from chip manufacturers to consumer companies, all feeling the pressure.

Expansion of AI Applications Sparks Explosion in Storage Chip Demand

According to the latest report from Bloomberg, the expansion of AI-related application deployment is driving continuous growth in the DRAM market demand. Currently, data centers, cloud computing, and AI training tasks are experiencing exponential increases in memory requirements, leading to a supply shortage of storage chips and soaring prices.

Consumer Companies Face Cost Challenges

Bloomberg pointed out on social media that, faced with the sharp rise in DRAM costs, consumer-oriented companies are confronting a tough choice—either control product supply to maintain profit margins or raise prices to offset rising raw material costs. This dilemma has become a common concern for downstream companies in the supply chain.

Industry Experts Deeply Analyze Market Trends

In response to this phenomenon, senior analyst rwang07 from SemiAnalysis discussed in depth on the podcast “Odd Lots” with hosts @thestalwart and @tracyalloway. The analysis covered the chain reaction of DRAM price increases on the consumer market and the long-term adjustment pressures faced by the industry. This industry dialogue provides valuable insights for market participants.