Asus, MSI, other manufacturers panic-buying RAM stocks, while major memory chipmakers rake in profits — massive demand for HBM and RDIMM for data centers driving shortage

Major tech companies like Asus and MSI are panic-buying RAM stocks due to a shortage of DRAM and NAND chips. The demand for memory modules from data centers is causing a supply crunch for consumer products, leading to price increases and limited availability. Memory chipmakers are benefiting from the surge in demand, with some raising prices by up to 60%. The global demand for HBM and RDIMM for AI data centers is driving the shortage in consumer memory, creating pricing challenges that could persist for years. Memory chip manufacturers are cautious about investing in new facilities to increase production due to market volatility and concerns about an AI bubble potentially bursting.