https://www.tomshardware.com/pc-components/dram/dram-prices-surge-171-percent-year-over-year-ai-demand-drives-a-higher-yoy-price-increase-than-gold
DRAM contract prices surged 171.8% year-over-year as of the third quarter of 2025. The increase now exceeds the rate at which gold prices have climbed. ADATA chairman Chen Li Bai stated that the fourth quarter of 2025 will mark the beginning of a major DRAM bull market.
>He expects severe shortages to materialize in early 2026.
Memory manufacturers had earlied shifted production priorities toward datacenter-focused memory types like RDIMM and HBM. It not home PC compatible. Consumer DDR5 production has declined as a result because partially same production line is used.
>A Corsair Vengeance RGB dual-channel DDR5 kit that sold for $91 dollars in July now costs a $183 dollars on Newegg.
The pricing trend extends to NAND flash and hard drives.
(Hard drives contain 256MB DRAM for cache but such a small amount should be cheap in all circumstances)
NAND price increase is easy to explain though, its same material as DRAM.
Analysts project the increases
>will persist for at least four years,
matching the duration of supply contracts that some companies have signed with Samsung and SK Hynix.