THE FUSE

Thanks to a new report from Counterpoint, we've got an updated look at the global DRAM market as of Q2 2026. In recent years, there's been a seismic shift in the DRAM market due to the AI boom and manufacturing capacity being gobbled up by data centers and the big AI and tech companies. For consumers, it's led to a situation where supply can't meet demand, exacerbated by steep increases in memory prices.