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How AI’s memory chip boom is making your gadgets more expensive | Odd Lots
Posted
February 16, 2026
Views
1,608
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14
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February 16, 2026
1,608
14
0.87%
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1:43Now PlayingThe surge in AI-related demand for DRAM — or Dynamic Random Access Memory — is tightening supply and pushing up prices in parts of the chip industry. Consumer-facing companies are being forced to either curtail supply or raise prices due to exploding costs.
Ray Wang, an analyst at SemiAnalysis, joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss what this means for the consumer.
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