Expired70% confidenceFactExact time
The core driver of this round of memory price increases is the surge in demand for HBM (High Bandwidth Memory), with AI server demand squeezing the supply of memory and SSDs in the consumer market
4
Sources
70%
Confidence
Medium-term (~90 days)
Relevance
7/9/2026
First Seen
Valid until: 10/7/2026(expired)
Sources
Related Claims
UnverifiedThe core driver of this round of price increases is the explosive growth in HBM demand, as AI accelerator cards such as NVIDIA's H100/H200 make heavy use of HBM, prompting Samsung and SK Hynix to redirect a significant proportion of their DRAM capacity toward HBM production.77% similarUnverifiedComputing power has surged rapidly over the past decade, but the growth rate of memory bandwidth and storage I/O has significantly lagged behind, forming a 'Memory Wall' that has become a critical bottleneck constraining the overall performance of AI systems.73% similarUnverifiedSince the second half of 2024, DRAM prices have entered a new upward cycle, driven by reasons including a surge in demand for HBM from AI servers causing memory manufacturers to shift production capacity toward HBM, thereby squeezing supply of conventional DDR5.73% similarUnverified内存涨价潮（Ramageddon）由AI产业对HBM需求暴增驱动，三星、SK海力士和美光将产能向HBM和服务器级DDR5倾斜导致消费级LPDDR5X内存价格攀升73% similarUnverifiedMemory manufacturers have prioritized more capacity toward higher-margin AI memory products, causing the supply of ordinary DRAM and NAND for the consumer market to tighten.71% similar
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