Slicast
Thursday, August 6, 2026
DarkSubscribe
Slicast
AI Infrastructure · News & Analysis
Home › Chips & Hardware › Report
Chips & Hardware · Report

July DRAM and NAND flash prices hit all-time highs; Q3 PC DRAM forecast to surge 15–20% QoQ due to supply shortage amid AI server demand surge

Memory supply bottleneck now actively constraining data center scaling; price surge will raise AI infrastructure costs across entire industry
Trade pressSlicast · August 3, 2026 · US · Source: Google News
importance 93

July DRAM and NAND flash prices hit all-time highs; Q3 PC DRAM forecast to surge 15–20% QoQ due to supply shortage amid AI server demand surge

Memory supply bottleneck now actively constraining data center scaling; price surge will raise AI infrastructure costs across entire industry

Read the original(Summary from the source — see the original below for the full report.)
Related reports
Chips & HardwareAI server demand has driven DRAM and NAND flash to record-high prices as supply tightens, creating a memory bottleneck in data center buildout2026-08-03Chips & HardwareNvidia reduces specifications on Rubin Ultra GPU due to high HBM memory prices, indicating even flagship products constrained by memory cost and availability2026-08-03Chips & HardwareMediaTek advances 400G SerDes on 2nm process, targeting Google TPU v10 and Meta custom AI ASICs.2026-08-03Chips & HardwareTSMC's 3nm process capacity accelerating to 180,000 monthly wafer starts by early Q4 2026, two–three months ahead of prior forecast, driven by sustained AI chip demand.2026-08-03Chips & HardwareSamsung Semiconductor's foundry business projects 100% capacity utilization by year-end (up from 70–80%), driven by AI chip demand and order backlog2026-08-03
July DRAM and NAND flash prices hit all-time… · Slicast