Memory makers mint megabucks while buyers beg for mercy

Major memory manufacturers are generating record revenues as soaring demand for datacenter capacity and AI accelerators drives up DRAM prices. Counterpoint Research reports that global DRAM revenue surged nearly five times year-over-year in the third quarter of 2026, squeezing supplies for consumer electronics like PCs and smartphones. Industry analysts forecast that high memory prices and tight supplies will persist as manufacturers prioritize more lucrative server infrastructure markets. Open article →