July 13, 2026

The AI boom broke the memory market, and the bust could be brutal

white and black train in a tunnel
Patrick Robert Doyle / Unsplash

The AI boom has broken the memory market’s oldest rule. Prices that should be falling are soaring instead, and the AI memory crunch will not ease until 2028. The hangover, when it comes, could be brutal. Memory is meant to be boring. For decades DRAM...