On October 1, 2025, the average price of two 8GB DDR4-3200 modules was $60. Today that price is 110 dollars. Things are worse for DDR5 memory: at the beginning of September the average price of two 16GB DDR5-4800 modules was about $100, but now the price is approaching $250. In just a few months those prices have skyrocketed and we know perfectly well who is to blame: the AI.
what has happened. He who warns is not a traitor: at the beginning of October we were talking about how A perfect storm had brewed with AI and data centers. This storm was going to cause notable increases in the prices of NAND and DRAM memories. And indeed those prices have skyrocketed in an astonishing and worrying way.
The average price of DDR5-4800 2x16GB modules has multiplied by 2.5 in less than two months. Source: PC PartPicker
307% more. The consulting firm TrendForce, specialized in this type of market analysis, indicated this week how the price of DDR5 memories has increased by up to 307% since September, but the worst thing is not that: the worst thing is that these prices are going to continue rising and it also affects DDR4 modules, although somewhat less (“only” 158%). In fact, in a graph they showed how two 8 GB DDR4-3200 modules had gone from $30.55 to $34.42, 12.67% more expensive… than a week ago.
More information. The well-known website PCPartPicker It offers among its services an analysis of the price evolution of different components. The graphics of DRAM memories were quite boring because they were almost always relatively flat, but now they have gone crazy and very unfun. In all types of memory analyzed, the increase in average prices confirms the TrendForce data. The curve is more worrying for DDR5 modules, but it is clear that all are affected.
NAND are going the same way. NAND memories have the same problemand that will make SSD drives also increase in price. The demand for data centers is causing end users to suffer the direct consequences, and prices are expected to grow significantly. Khein Seng Pua, CEO of Phison—one of the largest manufacturers of this type of chips— warned that “recently all NAND companies have begun to increase their sales prices by around 50 or 75%” and warned that all this will make “the supply of NAND chips very tight for many, many years.” Or what is the same: prices that will rise but will not fall in the medium (or long term).
A vicious circle. The news is terrible for those who were thinking of updating their equipment with more RAM or more storage capacity. The upward trend in prices will not relax at least in this quarter, and may continue for much longer due to this AI fever. Data centers need AI GPUs, AI GPUs (often) need HBM memories, and HBM memories cause manufacturers to put RAM on the back burner.
Bad time to upgrade or build a PC (or maybe it’s a good time). It’s a vicious circle that will make upgrading or building a PC right now a bad deal. But of course, it can also be seen from another perspective: maybe waiting is even worse and this is “a good time” or at least, “the best of bad times” in the medium term. Of course the threat is there.
Most expensive smartphones and laptops in sight. Of course this can also directly affect the new smartphones, tablets, PCs and laptops that appear on the market from this moment on. Price increases in components clearly impact the manufacturing costs of these devices, and it would not be strange to see significant increases in all types of devices. In fact, Khein Seng explained that some manufacturers could decide to do a kind of “reduflation” of their products by lowering specifications in order to maintain sales prices.
Image | Andrey Matveev
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