dram price spike
Memory prices are projected to surge significantly in early 2026, with analysts predicting a high double-digit jump, as chip manufacturers continue to prioritize AI server production over fulfilling demand for consumer electronics and smartphones.
nvidia h200 china demand
Following the lifting of sales restrictions, Chinese technology firms are placing massive orders, reportedly exceeding two million units, for Nvidia's H200 accelerators, testing the immediate supply capacity of manufacturers like TSMC.
micron memory shortage
Micron Technology anticipates that existing RAM shortages will continue indefinitely, resulting in sustained high prices for server hardware even as new fabrication plants become operational.
smartphone memory costs
Rising costs for DRAM and NAND memory components are squeezing smartphone manufacturers, threatening to halt the fragile market recovery by placing upward price pressure on consumers.