The RAM pricing crisis has only just started, Team Group GM warns — says problem will get worse in 2026 as DRAM and NAND prices double in one month

The general manager of TeamGroup warns that the RAM pricing crisis is just beginning, with DRAM and NAND prices doubling in recent months. Supply shortages are expected to worsen in early 2026, with relief not likely until 2027-2028 when more production capacity becomes available. The shift of manufacturing capacities to high bandwidth memory for AI accelerators is causing the price hike in commodity memory. Shortages are exacerbated by DRAM makers reallocating production to HBM, leading to significant price increases for memory modules and impacting consumer devices like PCs and smartphones.