DRAM contract prices have increased 171 percent year over year, according to industry data. Gerry Chen, general manager of memory manufacturer TeamGroup, warned that the situation will worsen in the first half of 2026 once distributors exhaust their remaining inventory. He expects supply constraints to persist through late 2027 or beyond.
The fault lies squarely at the feet of AI mania in the tech industry. The construction of new AI infrastructure has created unprecedented demand for high-bandwidth memory (HBM), the specialized DRAM used in AI accelerators from Nvidia and AMD. Memory manufacturers have been reallocating production capacity away from consumer products toward these more profitable enterprise components, and Micron has presold its entire HBM output through 2026.
Credit:
OpenAI
At the moment, the structural imbalance between AI demand and consumer supply shows no signs of easing. OpenAI’s Stargate project has reportedly signed agreements for up to 900,000 wafers of DRAM per month, which could account for nearly 40 percent of global production.
The shortage has already forced companies to adapt. As Ars’ Andrew Cunningham reported, laptop maker Framework stopped selling standalone RAM kits in late November to prevent scalping and said it will likely be forced to raise prices soon.
For Micron, the calculus is clear: Enterprise customers pay more and buy in bulk. But for the DIY PC community, the decision will leave PC builders with one fewer option when reaching for the RAM sticks. In his statement, Sadana reflected on the brand’s 29-year run.
“Thanks to a passionate community of consumers, the Crucial brand has become synonymous with technical leadership, quality and reliability of leading-edge memory and storage products,” Sadana said. “We would like to thank our millions of customers, hundreds of partners and all of the Micron team members who have supported the Crucial journey for the last 29 years.”