#memory-price-spike

#memory-price-spike

Arm Holdings is poised to make a big splash in the chip game, perhaps a bigger one than initially expected, with $15 billion in annual revenue from the new chip currently being projected through 2031.

Samsung has reportedly swapped out its homemade OLED panels in some mid-range models for the Chinese CSOT-made OLEDs, aiming to reduce overall costs and avoid raising consumer prices.

RAM prices are skyrocketing, driving up the cost of products that rely heavily on memory. The price of Raspberry Pi boards has now soared to the point where two 16GB Raspberry Pi 5 boards will cost you as much as a new laptop.

With shares going for more than 38.0 times trailing price-to-earnings (P/E), I'm personally in no rush to chase the stock, especially with quarterly earnings just under a week away. That said, some big-name analysts have been bold enough to stay in the bull camp. And that's despite the hot, seemingly overheated run, the relatively stretched multiple, and uncertainties clouding the future of AI.

Global helium consumption runs about 6 billion cubic feet per year. Qatar supplied a big slice until this month. With one-third of output sidelined, prices have already soared.

Bernstein's analysis suggests that the recent selloff creates an attractive entry point for investors, emphasizing that TurboQuant should have 'zero impact' on hard disk drive demand and 'negligible impact' on NAND demand.

A severe shortage of NAND flash, driven by the enormous demand for it to expand AI data centers, makes procurement impossible. Sony is currently unable to fulfill orders for CFexpress Type A, CFexpress Type B, and SDXC/SDHC memory cards.

AI-driven memory and storage price hikes have been the defining feature of the PC industry in 2026, and hobbyists have been hit the hardest-companies like Apple with lots of buying power have been able to limit the price increases for their PCs, phones, and other gadgets so far, but smaller outfits like Valve and Raspberry Pi haven't been so lucky.

Just weeks after raising the price of its RAM modules, Framework has announced that it's also increasing the price of its desktop PC in response to the global memory shortage. The Framework Desktop with 32GB of RAM and an AMD Ryzen AI Max 385 chip now starts at $1,139, instead of $1,099. "We held off on it for as long as we could, but we had to update our Framework Desktop pricing today to account for the massive increase in LPDDR5x pricing from our suppliers," Framework says in a post on X.

Memory shortages will likely stunt PC shipments in 2026, as available supplies will not be able to meet demand thanks to memory makers chasing the lucrative AI infrastructure market instead. Overall PC market performance in 2025 was healthy, according to research biz Omdia, but it notes that memory and storage supply was already tightening, with associated upward price pressure emerging around the middle of last year.