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SCOUT· 69%45m·2026-02-16·Money

Ray Wang on How AI Is Causing DRAM Prices to Surge
Odd Lots
For years, DRAM -- or Dynamic Random Access Memory -- was kind of a sleepy, commoditized aspect of chip industry. Growth was steady, but modest, and prices just generally drifted lower. Suddenly all that's changed. AI has created voracious demand for DRAM and consumer facing companies are being forced to either…
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