RAM Prices: AI Demand, Supply Allocation & Cost Pass-Through

RAM markets are transitioning from a cyclical hardware component into a strategically constrained input as AI-driven demand accelerates. After remaining largely range-bound through most of 2025, prices have repriced sharply as AI workloads, requiring 2–3× higher memory intensity absorb incremental supply and drive capacity reallocation. As a result, availability for PCs, smartphones, and other consumer devices has tightened, leading to uneven regional price pass-through and higher system costs. With AI-linked memory increasingly prioritized, elevated pricing conditions are likely to persist through 2026–27, reshaping the memory cycle around structural AI demand rather than traditional consumer electronics trends.