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The AI boom is driving technological inflation, and the twenty-year history of tech products "only falling in price and not rising" is being rewritten.
Deep Tide TechFlow News, June 14 — As the artificial intelligence industry continues to expand, the long-standing market for tech products with "prices only falling and not rising" may be changing.
Data shows that in the United States, the consumer price index for computer software and accessories rose by 14.5% year-over-year in May, marking the largest annual increase since 2000; during the same period, producer prices for electronic components increased by 27% year-over-year, also breaking historical records.
Notably, before 2026, software and electronic component prices have mostly shown a downward trend since 2000, but the rapid growth in AI computing power demand is changing this pattern.
Among these, the memory market has seen particularly significant increases. Data indicates that DDR5 and DDR4 memory prices have risen approximately 290% year-over-year, with prices more than doubling within a year. Market analysis suggests that AI data center construction has consumed a large amount of chips and storage resources globally, leading to tighter supply of related products.
Industry experts believe that as global investment in AI infrastructure continues to grow, the supply chain tension for memory and semiconductors may persist until 2027, potentially supported by geopolitical risks and other factors contributing to inflation.
Market insiders state that the AI wave is not only reshaping the structure of the tech industry but may also become a driving force for a new round of technological inflation, ending the past two decades of continuous decline in tech product prices.