DRAM

DRAM (Dynamic Random-Access Memory) is the working memory that temporarily stores data in computers, servers, and other devices during active processing. Unlike storage drives, DRAM enables fast access to data while an application is running but loses its contents when powered off.

The AI boom has created unprecedented demand for memory chips. Advanced AI systems require massive amounts of DRAM to process vast datasets, triggering what analysts call a "memory supercycle." This surge is straining supply chains—major manufacturers Samsung, SK Hynix, and Micron cannot keep pace with demand. The shortage has extended beyond cutting-edge systems to older memory standards, with even decades-old DDR2 seeing significant price increases.

Rising DRAM costs are rippling through the industry. PC makers are scrambling for alternatives while consumer prices climb—Apple and other manufacturers have raised prices on devices citing chip costs. Analysts project tight supply conditions will persist for years, reshaping memory chip markets and creating opportunities for alternative suppliers.