BREAKING
AI Memory Surge Lifts US Inflation
0
pp
Core inflation boost
0
%
Memory kits YoY
0
pp
Headline peak ~Feb 2027
How the Crunch Took Hold
1
AI accelerator demand
↓
2
Shift to HBM output
↓
3
DDR/NAND tighten
↓
4
Prices spike
Memory Prices Soaring
DRAM 2025
172
Kits YoY
237
DRAM Q1'26
98
Who Feels the Squeeze
Pain
Buyers
●
Apple raised MacBook, iPad prices
●
HP memory cost share hit 35%
●
$100 of RAM now costs $300
Gain
Makers
●
Samsung, SK Hynix, Micron ramp HBM
●
Micron price-target upgrades
A Third Wave of Inflation
AI NEWS BLITZ
Wolfe Research says the AI memory boom is now fueling US inflation.