Amazon, Apple, Microsoft, Dell Raise Prices Collectively; Institutions Predict Global Memory Shortage May Last Until 2027
Bubble signal: +1 · Overheating evidenceRelevance 60Chips & ComputeGlobal
Source: 36Kr · Published 2026-08-26
Summary
The surge in AI computing demand has driven memory chip prices up sharply, with upstream cost pressures passing to downstream devices. Amazon recently raised prices on several hardware products, following Apple, Microsoft, and Dell, which had already responded by raising prices or cutting memory configurations. IDC warns the global memory shortage may last until 2027, with prices possibly peaking in 2028 before easing.
Bubble analysis
Memory price hikes reflect AI investment enthusiasm transmitting to the hardware supply chain, but they don't directly prove a bubble. They show AI demand pushing up costs, but bubble assessment requires looking at the gap between AI revenue and capex.
#memory#ai-demand#pricing
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