CITEA urges EU to launch a RAM Index amid AI-driven memory crunch
George Malekkos, head of CITEA, has proposed a European RAM Index to track memory prices, supply and strategic dependencies as AI growth strains the market.
CITEA’s president, George Malekkos, said the surge in AI infrastructure investment is consuming massive amounts of DRAM and SSDs, creating shortages for consumer electronics and driving price spikes. He referenced IDC and Gartner forecasts that anticipate a 130% increase in memory prices and a 16.7% decline in smartphone shipments by 2026. Highlighting the EU’s recent Chips Act 2.0 proposal, Malekkos argued that memory components such as RAM, HBM, DRAM and NAND deserve comparable strategic attention.
CITEA has submitted a proposal to DIGITALEUROPE to develop a European RAM Index that would track supply levels, pricing, manufacturer concentration, regional dependencies and AI-related demand. The index aims to provide timely data for the European Commission, tech firms and SMEs, helping to anticipate price surges, supply bottlenecks and risks to competitiveness. Malekkos emphasized that understanding and measuring these dependencies is essential for Europe’s technological sovereignty as AI investments expand.
