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Bloomberg·2026-02-18 23:30
The 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.@rwang07, an analyst at SemiAnalysis, joins @thestalwart and @tracyalloway on the Odd Lots podcast to discuss what this means for the consumer https://t.co/qoGXjc1GMM ...