RAM Shortage Deepens: Memory Prices Set to Surge 110% in Q1 as SSD Costs Jump 60%

RAM prices could be headed for another major jump, and the reason is simple: demand is exploding—especially from AI data centers driven by companies like OpenAI and other major players racing to expand compute capacity. Even if consumer pricing hasn’t moved much in the last couple of weeks in some regions, analysts are warning that the calm may not last.

A recent Germany-focused price check found that RAM pricing barely changed between January 18 and February 1. That might sound reassuring at first, but the bigger picture is far less comforting. Compared to last July, RAM kits are now averaging around 340% more expensive—an eye-watering increase that shows just how quickly the memory market has tightened.

Looking ahead, forecasts suggest the next wave of increases could be even more severe. Industry analysts expect DDR4 and DDR5 DRAM prices for the PC market to surge by roughly 105% to 110% in the first quarter of 2026 compared with the fourth quarter of 2025. In practical terms, that means the memory chips PC makers buy could cost about twice as much as they did just one quarter earlier.

Laptop memory is expected to climb sharply too. Prices for LPDDR4X and LPDDR5X—commonly used in modern notebooks—are projected to rise around 88% to 93%. Server DRAM is also forecast to see similar pressure, largely because AI infrastructure relies heavily on massive memory capacity and bandwidth, pushing suppliers to prioritize higher-margin enterprise demand.

It’s worth noting that these projections typically refer to manufacturer purchase pricing, not the sticker price you see online. So even if the market spike begins on the supply side, it may take time before it fully shows up in retail pricing. Still, when component costs rise this dramatically, it usually only delays the impact—not prevents it.

The problem doesn’t stop at RAM. NAND flash, the storage technology behind SSDs, is also seeing demand surge thanks to the AI boom. Forecasts point to NAND prices increasing by about 55% to 60% versus the fourth quarter of 2025. That means SSD prices could also trend upward, extending the pain beyond memory upgrades and into everyday storage purchases.

Perhaps the most worrying detail is the timeline. Some industry expectations suggest meaningful relief may not arrive until 2028 at the earliest. If that proves accurate, consumers could be looking at elevated DRAM and NAND pricing for years—bringing higher costs not only for RAM and SSD upgrades, but potentially for laptops, desktop PCs, servers, and even smartphones over the next two to three years.

For anyone planning a PC build, laptop purchase, or major upgrade, the takeaway is clear: memory and storage may get more expensive before they get cheaper, and the AI-driven demand cycle is reshaping the market faster than many buyers expect.