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Memory price hikes ‘the new normal’ as AI boom fuels storage demand, Seagate says

South China Morning PostEN 1 min read 100% complete by Coco FengMarch 10, 2026 at 03:30 PM
Memory price hikes ‘the new normal’ as AI boom fuels storage demand, Seagate says
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Seagate Technology predicts memory price hikes will be the "new normal" for the next few years due to an AI-driven supercycle. According to Seagate's chief commercial officer, the surge is fueled by booming demand from AI data centers, which require significant memory to support graphics processors used in training and running large language models. DRAM, a type of chip that allows rapid data storage and retrieval, is experiencing particularly sharp increases. Market intelligence firm TrendForce expects server DRAM prices to surge by approximately 90% in the first quarter of 2026. Seagate has seen increasing costs due to rising DRAM prices, and volatile oil prices have also had a significant impact.

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Key Player Opposition Context
Middle East 40% South China Morning Post 50% TrendForce 60% Ban-Seng Teh ×390% Seagate Technology ×295%

Keywords

memory price hikes 100% ai boom 90% storage demand 80% dram 70% data centers 60% shortage 50% oversupply 50% seagate technology 40% oil prices 40%

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Neutral
Score: -0.10

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South China Morning Post
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