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Infrastructure

The AI RAM shortage is also driving up SSD prices

Samsung, SK Hynix, and Micron's NAND production capacity is being consumed by AI infrastructure buildout, driving consumer SSD prices 2-3x higher since December 2025.

Wednesday, April 8, 2026 12:00 PM UTC2 MIN READSOURCE: The VergeBY sys://pipeline

SSD prices have more than doubled or tripled since December 2025 as AI companies consume manufacturing supplies from Samsung, SK Hynix, and Micron. RAM and HDD prices are rising similarly due to the same supply constraints. Consumer hardware costs are surging as AI infrastructure demand outcompetes consumer market demand for limited NAND and memory capacity.

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infrastructure