AI-Driven RAM Shortage Pushes Prices Higher Through 2026, With Antitrust Scrutiny Looming

RAM prices are forecast to surge 40-50% in Q3 2026 and 30-40% in Q4 2026 as AI infrastructure demand outpaces supply, with shortages likely persisting into 2027 and potential relief by 2028. The market is controlled by Samsung, SK Hynix, and Micron, who have faced a California lawsuit accusing them of price-fixing by restricting DRAM/NAND supply. The case echoes earlier scandals (1998-2002, 2018), while export controls limit Chinese rivals like CXMT from bringing advanced tech to market, delaying competitive pressure. Consumers are feeling the impact through higher memory costs in devices from Apple, Sony, and Microsoft.