DRAM contract prices have increased 171 percent year over year, according to industry data. Gerry Chen, general manager of memory manufacturer TeamGroup, warned that the situation will worsen in the first half of 2026 once distributors exhaust their remaining inventory. He expects supply constraints to persist through late 2027 or beyond.
The fault lies squarely at the feet of AI mania in the tech industry. The construction of new AI infrastructure has created unprecedented demand…

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