Memory chip prices have quadrupled in under a year (DDR5 32GB from ~3,500 to 15,000 THB), driven by AI data centers hoarding 70% of global DRAM/NAND production. The three major manufacturers—Samsung, SK Hynix, Micron—prioritize high-margin AI chips over consumer products. New manufacturing capacity won't arrive until 2029-2030, locking consumers into 3-5 years of high prices across gaming consoles (Xbox, Switch 2), GPUs (RTX 20-30% hikes), and PC components. Deloitte projects global memory revenues to hit $1 trillion in 2027 vs. $230B in 2025.
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