DRAM prices double as memory makers prioritize AI data centers

Top News · Reported · nikkei.com

DRAM prices have risen to roughly twice their level at the end of 2025. Memory manufacturers are prioritizing AI data-center supply over commodity products such as PCs, with Japan’s PC market also facing stretched memory supplies.

Here is what changed:

• DRAM prices had roughly doubled by November 3, 2026, using the end of 2025 as the comparison point.
• Memory makers are prioritizing AI data-center supply over commodity products, including personal computers.
• Japan’s personal computer shipments fell 30% year over year in April through September 2026, amid stretched memory supplies.

One catch: Commodity PC supply is not the priority for memory manufacturers focused on AI data centers.

Sources: asia.nikkei.com