AI memory is sold out, causing an unprecedented surge in prices [CNBC]
Dell Technologies Inc. Class C (DELL)
Last dell technologies inc. class c earnings: 2/27 04:25 pm
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Source: CNBC
Prices for computer memory, or RAM, are expected to rise over 50% this quarter compared to the last quarter of 2025. Wall Street has been asking consumer electronics companies, like Apple and Dell Technologies, how they will handle the memory shortage and if they might be forced to raise prices or cut margins. In this article Eugene Mymrin | Moment | Getty Images All computing devices require a part called memory, or RAM, for short-term data storage, but this year, there won't be enough of these essential components to meet worldwide demand. That's because companies like Nvidia Advanced Micro Devices and Google need so much RAM for their artificial intelligence chips, and those companies are the first ones in line for the components. Three primary memory vendors — Micron , SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and their businesses are benefitting from the surge in demand. ? We have seen a very sharp, significant surge in demand for mem
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