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February 11, 2026

AI Demand Sparks DRAM Shortage and Price Hikes

Surging AI demand is causing a severe shortage of high-bandwidth memory (HBM), diverting manufacturing capacity from other electronics and driving DRAM prices up by 80-90% in a single quarter. The shortage stems from a collision between the cyclical DRAM industry and an unprecedented AI infrastru...

Nintendo Stock Plummets 10% on Memory Chip Shortage Fears

Nintendo's stock fell sharply due to investor concerns over rising memory chip costs and doubts about the long-term sales trajectory of its new Switch 2 console, overshadowing strong annual profits. A global DRAM shortage, driven by AI and data center demand, threatens future profitability and co...

AI Costs Rising in 2026? 3 Ways to Save Money Now

Rising costs for AI services are driven by expensive DRAM memory chips, pressure on providers to monetize, and models generating longer, more verbose outputs. AI companies are passing on costs through higher API fees due to hardware inflation and expensive licensing deals for training data, while...