Gartner says memory prices climb 130% this year and AI is eating 70% of supply
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Gartner says memory prices climb 130% this year and AI is eating 70% of supply
Around 130 percent. That is Gartner's combined forecast for DRAM and SSD price increases by the end of 2026, and the firm has given it a name: memflation. If you have been waiting for the answer to when RAM prices go down in 2026, that is the answer, and it is not the one anyone wanted.
Key Takeaways
- Gartner forecasts a combined 130% surge in DRAM and SSD prices by the end of 2026, a phenomenon it calls memflation.
- AI data centres will consume roughly 70% of global memory output in 2026, against 20 to 30% in 2022.
- TrendForce has conventional DRAM contract prices up 58 to 63% quarter over quarter, with NAND up 70 to 75%.
- New fab capacity arrives 2027 to 2028 and is largely pre-committed, putting the earliest credible relief window in late 2027.
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