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AI boom fuels chipflation as memory prices surge
short by / on Tuesday, 30 June, 2026
The AI data-centre boom is driving up memory-chip prices, leading to what analysts call "chipflation". Counterpoint Research's Neil Shah said DRAM costs have surged since early 2025, forcing brands to raise prices, cut memory configurations or absorb lower margins across devices. He warned chipflation may persist as AI demand outpaces supply, with companies already adjusting pricing and designs.
read more at The Core