Everpure CEO Charles Giancarlo (찰스 지안카를로) warned customers in an open letter that the company’s product prices have risen about 70 percent since early 2026, Techzine reported on April 23.
He said the cause was a global semiconductor shortage triggered by AI demand. AI servers require up to 8 times more DRAM and 3 times more NAND flash than general-purpose servers. As memory chipmakers focus on producing higher-margin AI components, supplies of general-purpose semiconductors used by storage firms such as Everpure have fallen sharply, pushing up storage prices.
Techzine said a decade-long trend of prices falling by about 20 percent a year per terabyte has been completely reversed.
The 70 percent increase felt by customers reflects only part of reality. Giancarlo said procurement costs for core semiconductor components such as CPUs, DRAM and flash storage have surged 300 to 900 percent since mid-2025. He said they doubled between December and January and then jumped another two to three times in February and March.
Everpure is not passing on all of the actual increase in supply-chain costs in its prices. The company said it is absorbing some of the impact by operating at the lower end of its gross margin range on product sales. Techzine said Everpure is easing the burden by improving flash component efficiency with its DirectFlash technology and increasing effective capacity by enhancing data compression.