BREAKING
DRAM Prices Up ~660% in a Year
0
%
DRAM 1-year rise
0
%
Q1 2026 QoQ
0
%
HBM demand YoY
Why Consumer Chips Get Squeezed
1
AI drives HBM demand
↓
2
Fabs prioritize HBM
↓
3
Standard DRAM tightens
↓
4
Consumer prices rise
0
%
share of DRAM output
0
%
HBM wafer share
0
B
SK hynix 2026 invest
Boom Meets Backlash
Upside
●
Sandisk up ~3,700% in a year
●
Fab expansions announced
●
Micron pre-sold ~70% of output
Pressure
●
Micron fell ~15.5% in July
●
Sandisk fell ~23.3%
●
California antitrust suit filed
Shortage May Last Into 2027
AI NEWS BLITZ
AI memory demand has sent DRAM prices soaring about 660 percent in just one year.