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AI Boom Drives RAM Shortages as Micron Quits Retail and Rivals Prioritize Data Centers

Data‑center prioritization is squeezing consumer supply, raising prices.

Overview

  • Retail RAM prices have surged, with reported increases ranging from about 50% to as high as 400% depending on brand, capacity and speed.
  • Samsung and SK Hynix signaled they will not bolster consumer‑market supply, while Micron closed its Crucial consumer brand to focus on enterprise demand.
  • Stores are curbing standalone RAM sales or pushing prebuilt PCs with added surcharges, and gamers are delaying upgrades or switching to premade systems.
  • Second‑hand reselling has accelerated, with used modules fetching multiples of original prices as listings move quickly on peer‑to‑peer platforms.
  • SK Hynix, Samsung and Micron report strong revenue and market‑cap gains, and multiple reports indicate elevated memory costs could extend through 2026 and push up PC and smartphone prices.