AI-Driven Memory Shortage Reshapes Prices From Apple to Startups

TL;DR Summary
A global memory crunch driven by the AI boom is lifting RAM costs and squeezing electronics makers from tiny startups to giants like Apple and Microsoft. 8GB DRAM prices have surged from about $35 to $300, forcing Mono Technologies to reassess a new production run, potentially price- hiking or trimming features. Apple and Microsoft have already announced price increases as memory costs spike, while Micron reports soaring revenue and margins on elevated RAM prices, illustrating a bifurcated market where suppliers benefit while many manufacturers struggle with tighter margins and inflation pressures.
- The memory shortage shaking Apple and Microsoft is 'existential crisis' for smaller players CNBC
- Soaring iPad, Xbox Prices Reveal Pain of Memory Chip Mess Bloomberg.com
- RAM-ageddon is here, and it’s about to make your tech a lot more expensive NBC News
- Micron Predicts DRAM Crisis Until At Least 2028 TechPowerUp
- Gadget prices have fallen for decades. Then AI happened. CBS News
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