The chart shows memory chip prices increasing almost vertically

In recent months, consumers have continuously heard information about rising component costs since the end of 2025, but the numbers given may not fully describe the severity of the current crisis. Jukan05, The analyst and “leak expert” is famous on social network

Specifically, DRAM memory prices recorded a vertical increase. From March 1 to April 1, prices jumped 26%, described as “a rocket launching to the moon”, continuing a series of continuous price increases since the end of last year.

The shortage is so severe that the DRAM market is adopting an hourly price adjustment model. The main cause of the prolonged crisis is the huge demand from artificial intelligence data centers. AI systems are consuming a huge amount of memory chips and storage capacity, making it impossible for suppliers to keep up. Meanwhile, expanding the line to increase output cannot be done overnight.

Theo Tom’s Hardwarein the first quarter 2026 financial report dated April 30, Mr. Kim Jaejune, leader of Samsung’s memory chip segment, said that the memory crisis will not end in 2027. In fact, the gap between supply and demand next year may even widen even more than in 2026.

Similarly, Mr. Chey Tae Won, President of SK Hynix, commented that the pressure on memory demand related to AI will last until 2030.

Apple is also under great pressure. CEO Tim Cook admitted at the end of April that the company’s high memory costs are seriously affecting its business operations in the near future. Specifically, increasing component prices reduces the amount of inventory that the company has previously stored. When this reserve is depleted, Apple will face expensive input costs. Cook said the company is reviewing its options and continues to carefully evaluate market developments. He did not give details, but according to MacRumorsthis often leads to two possibilities: the company’s profit margin is narrowed, or the selling price of products such as iPhone and iPad may be adjusted to increase.

The consequences of the memory crisis are considered “huge” and are starting to spread to the terminal market, as a series of Android phones have simultaneously increased their prices. For example, mid-range smartphones like Samsung’s Galaxy A37 and A57 raised a few dozen dollars despite only being a small upgrade compared to the previous generation. Motorola also adjusted the price of the Razr 2026 series to more than 100 USD for the same reason.

Experts say that the market still has no end in sight and users need to mentally prepare for a period of price fluctuations in technology equipment.