DRAM prices to surge up to 70% in 2Q26; Nvidia GTC 2026 ignites AI memory rally

Siu Han, Taipei Mar 3, 2026, 10:10 0

Credit: DIGITIMES

AI-driven data centre expansion has pushed the memory market beyond traditional supply-demand cycles, creating a structural shortage that continues to deepen. Industry sources say the gap between spot and contract prices has widened to 40–50%,...

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