DRAM Prices Forecast to Jump 125% in 2026, Flagging AI Hardware Cost Crunch Ahead
DRAM spot prices are projected to surge 58-63% in Q2 2026 and 125% for the full year, with Micron already up 162% year-to-date. The memory market is pricing in sustained AI training and inference demand at scale. Rising hardware costs are expected to compress margins for cloud AI providers and compute-heavy startups in H2 2026.
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