PC Motherboard Sales Face Sharp 25%+ Decline Amid Weak Demand
… However, as these GPUs became rarer and more expensive due to the global DRAM shortage, consumers have become reluctant to upgrade. …
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SK Hynix Warns DRAM Supply Growth Will Lag Demand Through 2028
… Some reports also suggest that manufacturers have already sold out key DRAM production slots for 2026, while the traditional PC DRAM production is expected to fall short of demand for the next few years. …
"Don't Panic. Relax", Says Sapphire’s Edward, Claiming the DRAM Situation Should Begin to Stabilize Within Six Months
… In an hour-long podcast, Edward talks about the GPUs, DRAM situation, RDNA 4, and AI stuff, but we found the DRAM aspect particularly noteworthy, as it offers a sense of optimism at a time when market conditions are expected to tighten in the coming months. …
DRAM crisis will be even worse in 2027, according to Samsung
… With regard to the demand for DRAM and NAND, which will be produced in 2027, Samsung expects the DRAM crisis to worsen next year, as the gap between insufficient supply and extremely high demand is expected to widen even further. …
Intel Razor Lake-AX Rumored to Revive On-Package Memory Strategy
… However, thermal density, packaging complexity, and DRAM pricing remain major obstacles for consumer deployment. The timing of Razor Lake-AX may also play an important role. …
Memory Suppliers Are Actually Worried the Demand Boom Won't Last 'Too Long', and Are Already Rethinking Expansion Plans
… Related Story PS6 Launch Timing Remains Undecided as Memory Shortages Persist; Sony Also Books $800M Bungie Impairment Loss It is claimed that suppliers are concerned about entering another DRAM demand 'downturn', which is why there are growing concerns about "expanding production facilities". …
Two of the Biggest DRAM Suppliers Are Skeptical About Increasing Production as They Eye "Long-Term" Profitability
… Samsung and SK hynix have experienced a challenging DRAM cycle during the COVID era and beyond, which is why production lines are currently constrained. This is due to the drastic reduction in DRAM production that was implemented to combat the lack of demand a few years ago . …
The global memory shortage: The hidden bottleneck behind the AI boom
… As these providers absorb a disproportionate share of the world’s DRAM output, availability tightens across the broader market. Standard DRAM lead times are extending to 40+ weeks, contract negotiations are becoming more rigid and spot pricing volatility has returned. …
Samsung Reportedly Bumps DRAM & NAND Prices By Up To 30%
… This prioritization of HBM over consumer-DRAM leads to a tighter supply and an increase in prices. Currently, Samsung holds a 32.7% DRAM and 32.9% NAND market share. …
AMD & NVIDIA Might Kill Off Budget GPUs Soon, And Gamers Won’t Like the Reason
… AMD/NVIDIA Could Halt Budget GPU Production As Memory Shortages Force Them to Reallocate Capacity It appears that DRAM shortages are going to affect gamers on a much larger scale than just being confined to RAM supply, as according to a report by the Korean media outlet Hankyung , it is rumored tha… …