A severe server DRAM shortage, fueled by the AI arms race, has led to 50% price hikes and left hyperscalers with only 70% of their orders fulfilled, with ripple effects hitting consumer PC prices. TrendForce's latest memory pricing survey reveals that DRAM suppliers are reallocating capacity toward HBM and server applications in 2Q26, while implementing catch-up pricing to narrow price gaps across product segments. Server memory prices could double by the end of 2026, driven by manufacturers' pivot to AI-focused. Server DRAM is taking priority, prices are up to 70% higher and smartphones, PCs, automotive and consumer electronics are under cost pressure. Market. The company is preparing to navigate commodity shortages in 2026 and anticipates higher prices to continue into 2027. Add us as a Google Preferred Source to see more of our articles in your search results. 5% increase year over year in. AI server boom fuels historic spike in DRAM costs, squeezing supply chains and reshaping memory production priorities DRAM prices have surged 171.
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