Updated
Updated · Wccftech · Aug 28
DRAM Prices Jump 401% to $92,183 a Kilogram, Matching 620 Grams of Gold
Updated
Updated · Wccftech · Aug 28

DRAM Prices Jump 401% to $92,183 a Kilogram, Matching 620 Grams of Gold

3 articles · Updated · Wccftech · Aug 28

Summary

  • $92,183 per kilogram—about KRW127 million—was Korea’s DRAM export unit price from Aug. 1 to Aug. 20, putting 1 kg of memory chips on par with roughly 620 grams of 24-karat gold.
  • The surge reflects an AI-driven global memory shortage: DRAM prices were up 401% from a year earlier and 12.5 times January 2023 levels as infrastructure buildouts keep demand ahead of supply.
  • That pricing power is already rippling through the industry, with SK hynix and Samsung paying large employee bonuses, Apple raising some product prices, and PC makers adjusting procurement and memory configurations.
  • Supply remains tight across the market dominated by SK hynix, Samsung and Micron; Nvidia said this week AI-server memory costs are soaring, with some Rubin-based server prices seen rising 15% to 17%.

Insights

With memory prices skyrocketing and server costs jumping 15%, who will ultimately bear the crushing financial burden of the AI revolution?
What happens to the multi-billion dollar memory market if Big Tech suddenly cancels their blind chip reservations due to AI overspending?
Could hidden yield issues and thermal constraints in 3D-stacked memory silently derail the entire timeline for next-generation AI supercomputers?