Reuters reported on October 20, 2025, about a growing side effect of the AI boom: it is causing a shortage and price increases for standard memory, such as DRAM DDR5. The reason is that leading manufacturers, including Samsung Electronics, are shifting their production lines to produce high-margin, high-bandwidth memory (HBM), which is critical for AI accelerators. This shift in production priorities has led to a reduction in the supply of "regular" memory. In response, buyers (PC, server, and other electronics manufacturers) have started panic buying and "double booking" to secure components. Analysts warn that this supply-demand imbalance could trigger a new memory "supercycle," characterized by sustained price growth.
AI Boom Is Stoking Prices of "Less-Trendy" Memory
