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Memory prices surge 5-7x, risking higher costs for phones and AI servers through 2027

Market News
18 Sep 2026
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Neutral
Memory prices surge 5-7x, risking higher costs for phones and AI servers through 2027

Intel's CEO warns that memory prices have increased 5 to 7 times, now making up about 75% of costs in some budget phones and laptops. This severe shortage is expected to worsen in 2027, impacting everything from smartphones to AI servers. Major companies like Intel, Micron, and SK hynix are ramping up investments and production to address the supply crunch. Investors are closely watching memory suppliers, as high prices and tight supply could reshape tech product economics for years.

Intel shares are down 1.53% at USD 107.14 on Pluang, while Micron and SK Hynix show modest gains of 1.34% and 0.60% respectively as of Sep 18, 2026 23:12 WIB. Investors on Pluang are selling Intel more actively, with 69% of orders to sell, contrasting with a more balanced interest in Micron and SK Hynix.

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