Why are RAM prices so high right now?

Core Impact Points

• The price of RAM has increased dramatically in the last 18 months, with no end in sight.
• The shortage is attributed to a lack of resources, particularly silicon wafers, needed to produce High Bandwidth Memory (HBM).
• The US market may see increased investment in domestic production to reduce reliance on foreign suppliers.
• The shortage has significant implications for US consumers, who are already paying more for new phones, PCs, and tablets.
• The RAMpocalypse highlights the vulnerability of global supply chains and the importance of diversifying production to mitigate future shortages.
• The demand for HBM continues to rise, driven by AI training and data centers, exacerbating the shortage.