Daily Tech News Show Why RAM is So Expensive And When It Will Get Cheaper - DTNS 5154
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Nov 26, 2025 Discover why RAM prices have skyrocketed, driven by data center demand and the transition to DDR5 technology. The discussion highlights how this trend affects consumer supplies and pressures SSD prices due to cloud storage needs. The hosts also delve into the future of RAM pricing, contemplating whether now is the time to buy or wait. Plus, catch the latest on autonomous Uber services in Abu Dhabi and Plex’s new remote access paywall, along with insights on the evolving landscape of AI music licensing.
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Lenovo Stockpiling Signaled The Trend
- Tom references prior reporting like Lenovo stockpiling components to show this trend began earlier.
- He points listeners to Ars Technica and PC Gamer explainers for deeper context.
Data Centers Are Squeezing Consumer RAM
- Data-center demand for high-bandwidth memory is squeezing consumer DDR4/DDR5 supply and driving prices sharply higher.
- The RAM shortage is tied to LLM-driven data-center buildouts and a DDR5 transition, so pressure may persist for months to years.
Capacity Expansion Won't Fix Prices Quickly
- Building new RAM factories takes years and relocating production outside mainland China is slowing short-term capacity expansion.
- Analysts expect imbalances to last into next year with potential shortages lingering three to four years.