Server memory prices to double year-over-year in 2026, LPDDR5X prices could follow — 'seismic shift' means even smartphone-class memory isn't safe from AI-induced crunch

DRAM prices have surged due to shortages, with server-grade DDR5 prices expected to double by late 2026. The use of LPDDR5X memory by Nvidia in its CPUs is also driving up prices, impacting smartphone-class memory. The shortage of new DRAM manufacturing capacity and increased demand for HBM memory are contributing to the price hikes. This trend is likely to affect various industries, including DIY PC, automotive, server, and smartphone manufacturing sectors. The shortage could lead to a significant increase in memory prices, affecting budget smartphones first and potentially leading to bill-of-materials increases for mid-tier and premium devices.