DRAM Prices Set to Surge 125% This Year as AI Hardware Demand Rewrites Semiconductor Valuations
DRAM prices are forecast to rise 58–63% in Q2 2026 alone, with full-year gains projected at 125%, driven by sustained AI training and inference hardware demand. Micron has already gained 162% year-to-date, reflecting how memory suppliers are repricing around AI infrastructure spending cycles. Cloud AI providers and compute-heavy startups face margin pressure as hardware costs escalate through H2 2026.
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