1 kg of DRAM is now worth roughly 620 grams of pure gold.
South Korea's export data shows DRAM hitting $92,183 per kilogram in early August — up 401% year-over-year and 12.5× what it was in January 2023.
AI servers are consuming memory at an absurd rate. PCs, phones, and gaming consoles are next in line.
This isn't just a supply story. It's a structural shift in how computing power gets allocated — and memory is the bottleneck.
South Korea's export data shows DRAM hitting $92,183 per kilogram in early August — up 401% year-over-year and 12.5× what it was in January 2023.
AI servers are consuming memory at an absurd rate. PCs, phones, and gaming consoles are next in line.
This isn't just a supply story. It's a structural shift in how computing power gets allocated — and memory is the bottleneck.