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AI Boom Drives Sharp Jump in RAM Prices as Supply Tilts to Data Centers

AI buyers paying premiums are pulling memory supply away from consumer devices.

Overview

  • Retail RAM prices have climbed about 50% in recent days, with some high-end modules more than doubling, according to Franceinfo’s interviews with market watchers.
  • Memory manufacturers are shifting production toward AI and data‑center customers who pay higher prices, reducing availability for PCs, smartphones, and game consoles.
  • For now the surge is concentrated in components sold at retail, and similar pressure is building on storage parts such as SSDs.
  • Analysts caution that tighter supply raises the risk of shortages and that higher device prices or lower specifications could start appearing for consumers from May 2026.
  • TF1 Info reports tightening supply in Asia and cites forecasts that strained conditions could last two to three years, potentially keeping prices elevated.