Memory prices are surging and it is creating a divide in the market. Consumer electronics companies like Nintendo, Dell, and Lenovo are seeing shares drop because component costs are rising. On the flip side, memory producers are rallying. SK Hynix is up over 150% since September and DRAM spot prices have jumped 600% recently. The main issue is AI infrastructure spending shifting production capacity which is causing shortages for standard chips. Analysts think this tightness will last for the rest of the year.