#memory-shortage
#memory-shortage

HP Enterprise confirms memory shortage will last longer than expected

HPE has direct visibility into memory supply chains in a way that most companies don't. When they say the shortage runs longer than expected, that's not speculation. It's procurement reality. HPE's server segment actually declined 2.7% year over year despite the company being at the center of enterprise AI infrastructure, with memory constraints identified as the reason.

Tech industry

fromNextgov.com

AI has created 'almost infinite demand' for memory components, Dell execs say

Dell executives identify semiconductor memory capacity as the primary U.S. supply chain challenge, with AI demand vastly outpacing production capacity and requiring regulatory support to scale infrastructure.

RAMaggedon not expected to ease this year as IDC cuts 2026 PC market forecast again

Memory shortages will persist well into 2027. While we anticipate some easing of prices beginning in 2028, the market is unlikely to return to the pricing levels seen in 2025.

Tech industry

Business

from24/7 Wall St.

Cramer: Buy Western Digital, Micron, Seagate on oil-driven dips

Jim Cramer identifies Western Digital, Seagate, SanDisk, and Micron as attractive purchases if oil prices spike to $120, driven by a confirmed memory shortage benefiting data center storage companies.

4 weeks ago

Valve doesn't sound confident the Steam Machine will ship in 2026

Our goal of shipping all three products in the first half of the year has not changed. But we have work to do to land on concrete pricing and launch dates that we can confidently announce, being mindful of how quickly the circumstances around both of those things can change.

Gadgets

Apple

fromBusiness Insider

Apple bumps up the prices of its new MacBook Air and MacBook Pro as global memory shortage continues

Apple increased MacBook prices by $100-$400 across models due to global memory shortage and AI-driven chip demand, while maintaining iPhone and iPad pricing.

Samsung exec confirms you can blame RAM - and other materials - for the Galaxy S26's higher pricetag

Memory shortage significantly contributed to Samsung Galaxy S26 price increases of $100, alongside rising material costs and tariffs affecting the smartphone industry.

Qualcomm won't be announcing Windows gaming handhelds at GDC after all

Qualcomm postponed announcing Snapdragon G Series gaming chip updates for Windows handhelds at GDC 2026, likely due to memory shortages affecting the entire chip industry.

Tech industry

Top cloud providers to outspend Ireland's GDP on AI in 2026

Major cloud providers will spend over $710 billion on AI infrastructure in 2026, driving severe memory shortages and price increases as they compete for GPU and custom accelerator capacity.

HP says RAM now accounts for more than a third of its PC costs

PC component costs have doubled due to AI infrastructure demand, with RAM now comprising 35% of system costs, prompting price increases across the industry.

fromArs Technica

RAM now represents 35 percent of bill of materials for HP PCs

RAM costs have doubled sequentially and now represent 35% of HP PC bill of materials, forcing price increases and reducing customer demand across the industry.

fromGadgets 360

ROG Xbox Ally X Gets Nearly $200 Price Hike in Japan Amidst RAM Shortage

As per the outlet, the price of the ROG Xbox Ally X has gone up from JPY 139,800 ($910) to JPY 169,800 ($1,106) - that's a hike of JPY 30,000, or nearly $200. Asus has not officially announced the price hike, but according to the outlet, the new price is now reflected on the company's official online store in Japan as well as on e-commerce websites of other electronics retailers in the country.

Gadgets

fromKotaku

The ROG Xbox Ally X Price Shoots Up Nearly $200 In Japan

Asus raised the ROG Xbox Ally X price in Japan due to rising memory costs and supply pressure, while the base Ally kept its price.

Video games

fromGadgets 360

PS6 Could Reportedly be Delayed to 2029 Due to RAM Shortage

Sony may delay the PlayStation 6 to 2028–2029 because AI-driven RAM and memory shortages are raising component prices.

fromKotaku

PC Gamer Dumpster Dives And Finds $500+ Worth Of DDR4 RAM

Surging PC memory prices from AI datacenter demand are pushing people to dumpster dive for usable PC parts, with some finding valuable RAM and CPUs.

fromWIRED

fromwww.scientificamerican.com

Gear News of the Week: Google's Pixel 10a Arrives Soon, and Valve Delays Its Steam Hardware

AI-driven memory demand is shrinking consumer supply, likely raising PC component prices and affecting launch plans for Valve’s Steam Frame, Controller, and Steam Machine.

#dram

Gadgets

The AI data center boom could cause a Nintendo Switch 2 memory shortage

fromComputerWeekly.com

Tech industry

Chip makers warn of a looming shortage in DRAM and SSD | Computer Weekly

fromwww.scientificamerican.com

Artificial intelligence

Samsung reportedly jacked memory prices 60% last month

Gadgets

The AI data center boom could cause a Nintendo Switch 2 memory shortage

fromComputerWeekly.com

Tech industry

Chip makers warn of a looming shortage in DRAM and SSD | Computer Weekly

Artificial intelligence

Samsung reportedly jacked memory prices 60% last month

Server CPUs join memory crunch, with prices set to rise

Datacenter servers face CPU supply constraints atop severe memory shortages, raising system costs while shipments still grow at double-digit rates.

Silicon Valley

Why AMD's Q1 outlook is giving Wall Street jitters

AMD posted strong Q4 growth led by datacenter revenue, but seasonal weakness in PC, gaming, and embedded divisions and memory shortages pressured outlook and shares.

Apple

Apple aims to keep iPhone 18 price flat in face of RAM shortage, Kuo says

Apple will absorb rising RAM costs to avoid raising iPhone 18 starting prices, offsetting expenses through its services business amid a global memory shortage.

The Morning After: ASUS stops making some NVIDIA GPUs due to memory supply crunch

Memory shortages and surging RAM prices are forcing manufacturers to halt 16GB GeForce GPU production, tightening supply and raising consumer prices.

Asus says it's dropping the RTX 5070 Ti as the memory shortage squeezes supply

Asus is ending production of RTX 5070 Ti and 16GB RTX 5060 Ti due to memory-driven supply shortages while Nvidia continues shipments.

Budget smartphones will be hit hardest as memory prices rise

Memory shortages will raise smartphone prices in 2026, causing market decline and forcing budget phone makers to merge or exit.

fromComputerworld

Memory shortage threat helps trigger PC buying spree

Global PC shipments rose by 9.6% in the fourth quarter of 2025, according to IDC's latest Worldwide Quarterly Personal Computing Device Tracker, however, it is unlikely those increases will continue, due in part to a pending memory shortage that will impact both enterprise and consumer markets. IDC stated in a release that it expects that the PC market will be far different in 12 months, given how quickly the memory situation is evolving.

Tech industry

Memory shortages could push PC shipments to pre-pandemic low

Memory shortages will keep memory prices high through late 2027, increasing device costs and producing weaker PC, tablet, and phone configurations.

PC shipments just grew unexpectedly amid RAM shortages

While the holiday season typically drives stronger demand, the surge in late 2025 was further amplified by emerging memory shortages that led buyers and brands to secure inventory ahead of anticipated price increases in 2026,

Tech industry

Artificial intelligence

fromBusiness Insider

3 months ago

The AI race is causing a memory chip shortage - and that's bad news for the smartphone and PC industries

AI companies’ large memory demands are causing shortages and higher costs, pressuring smartphone and PC makers and risking market contractions by 2026.