MikeTrendsTrends right now

✉news TechnologySemiconductors first seen 1 d ago, last 12 h ago, peak #5

DRAM prices now 54% above TSMC 2nm wafer costs

Original: DRAM Now Costs 54% More Than TSMC 2nm Silicon [2026]

Memory prices have surged to the point where DRAM reportedly costs 54% more than TSMC's cutting-edge 2nm logic silicon in 2026. The reversal highlights an extreme memory shortage, with AI datacenter demand squeezing supply and pushing memory costs above the most advanced wafer pricing. Industry watchers are weighing the impact on device and server makers.

Why now: An unprecedented memory price spike driven by AI demand is upending normal semiconductor cost assumptions.

TSMCDRAMsemiconductor industry

Open on news →

Evidence

API: https://socialmediatrends-api.osmike.com/v1/trends/499800