How AI’s Memory Chip Boom Is Making Your Gadgets More Expensive
February 17, 2026
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1:43Now PlayingHow AI’s Memory Chip Boom Is Making Your Gadgets More Expensive
YouTube Description
as posted by the channelThe 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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