RAM is just the beginning. This is going to be a nightmare
The RAM market has gone crazy. Prices are several times higher than in November. All because there are simply no bones. The largest manufacturers have switched to the production of HBM modules for AI-enabled data centers. It’s more profitable for them.
However, RAM is just the beginning. In a moment, the same thing awaits us with NAND memories, and thus with SSD drives.
Drastic increase in SSD prices
It is expected that in 2026, the crisis will also reach the NAND memory market, i.e. SSD media. These will become even twice as expensive, and their availability will be severely limited, at least for ordinary consumers. The situation with RAM memories will be repeated here, because manufacturers will also prioritize large orders from large corporations.
Why SSD drives? It is also the fault of the AI servers and the NVIDIA Rubin platform. It is estimated that in 2026, Green servers will require as much as 34.6 million TB of NAND. That’s 2.8 percent. global demand. However, in 2027 this number will increase to 115.2 million TB, which is already 9.3%. demand.
It is already said that all discs for 2026 have been practically sold out. For this reason, the prices of consumer models may increase by 40% in the first quarter, and this will only be the beginning of the increases.
