Industry Insights
Industry Insights
Catch the latest stories on what's going on with the memory market.
Crisis Until 2030
Bloomberg | The head of SK group says that the memory chip crunch will persist until 2030.
Global Memory Shortage
Wall Street Journal | The global memory chip shortage will cost us all. AI companies' need for a once-affordable microchip threatens to drive up prices of all electronics and limit data center ambitions.
Crisis Until 2030
Bloomberg | The head of SK group says that the memory chip crunch will persist until 2030.
Global Memory Shortage
RAM Prices Are Surging—What's Happening and What To Do
As AI workloads eat up the global memory chip supply, RAM prices are skyrocketing and supply is constricting. Discover how to keep data center or cloud spend stable amidst the market volatility—or even access vastly more memory capacity without having to purchase more RAM.
TurboQuant Won't Solve Crisis
The Register | Google TurboQuant saves memory, but won't save us from the DRAM-pricing hell.
RAMageddon Ravaging Tech Industry
The Week | The immediate impact of AI's excessive memory needs is being felt worldwide.
Crisis Until 2030
Bloomberg | The head of SK Group says that the memory chip crunch will persist through 2030.
Memory Crunch Affecting PC Market
Tom's Hardware | 2026 PC shipment forecast slashed amid memory shortages. IDC says total PC market value to still increase to $274B.
DRAM Market Now in Hourly Pricing Model
Tom's Hardware | AI memory crunch forces DRAM market into "hourly pricing" model, report claims—small and medium businesses fighting for survival.
HP Projects Lower-than-Expected Profit Outlook
Bloomberg | HP said full-year earnings will likely hit lower end of forecast due to the rising price of memory chips.
Consumers Face Consequences of the Memory Crunch
Benzinga | AI giants are buying the world's memory, and consumers are getting the bill.
Products and Companies Under Threat
The Verge | RAM crunch could kill products and even entire companies, memory exec admits.
Growing Chip Crisis
Yahoo Finance | Rampant AI demand for memory is fueling a growing chip crisis.
Cisco Stock Plummets
CNBC | Cisco stock has worst day since 2022 as memory prices pressure margins.
Memory Chip Warnings Set Shares Declining
Investors Business Daily | Cisco memory chip warnings send down Dell, HPE, Arista, and NetApp shares.
Major Stock Market Repercussions
Yahoo Finance | Memory chip squeeze widens gap between market winners and losers.
Qualcomm Stock Sinks 7%
CNBC | Qualcomm stock sinks 7% as company issues dire warning on memory shortage.
Memory Prices Surge Up to 90%
Counterpoint | Memory prices have soared 80%-90% in Q1 2026 so far compared to Q4 2025, hitting record-breaking highs.
Memory Prices Fluctuating Hourly
Tom's Hardware | Tom's Hardware is putting together a comprehensive RAM price tracker to monitors availability and pricing of different DDR5 and DDR4 memory kits—which can fluctuate hour-to-hour.
DRAM Prices to Rise 55–60% in Q1'26
Storage Newsletter | Trendforce reports that memory makers will prioritize server applications, driving across-the-board DRAM price increases in Q1'26.
Supply Shortfall Will Spread
Tom's Hardware | Data centers will consume 70% of memory chips made in 2026. Supply shortfall will cause the chip shortage to spread to other segments.
Global Memory Chip Shortage Will Cost Us All
Wall Street Journal | AI companies’ need for a type of once-affordable microchip threatens to drive up prices of all electronics—and limit data-center ambitions.
Micron Says: DRAM Drought Through 2028 and Beyond
Tom's Hardware | Micron addresses Crucial exit backlash and warns that DRAM drought could last until at least 2028.
Apple Execs Booking Hotel Stays to Secure DRAM
WCCF Tech | Apple executives are reportedly booking extended hotel stays to secure long-term agreements for DRAM supply. The situation is "beyond dire."
Memory Industry to Maintain Cautious CapEx in 2026
Storage Newsletter | Capital spending on DRAM will only increase modestly in 2026, constricting supply and pushing prices higher through 2026.
Microsoft and Google Execs Rage Amidst AI Memory War
WCCF Tech | Microsoft executives rage and Google resorts to firing its procurement head as the all-out war for memory products breaks out.
Micron Is "More than Sold Out"
CNBC | Micron stock pops 12% as AI memory demand soars: "We are more than sold out".
Micron's DRAM Revenue Up 20% QoQ
Storage Newsletter | In terms of product lines, 80% - in fact 79% - of the revenue comes from DRAM at $10.8 billion, up 20% QoQ and up 69% YoY.
Micron Forecasts Blowout Earnings
Reuters | Micron forecasts blowout quarterly earnings with quarterly revenue above estimates, driven by AI boom.
Samsung Won't Sell RAM to its Subsidiary
Slashdot | RAM is so expensive, Samsung won't even sell it to Samsung.
HPE Reports Plan to Pass Rising DRAM Costs to the Market
HPE | In their last earnings call, HPE said: "We expect DRAM and NAND costs to continue to increase in 2026, the majority of which we expect to pass to the market while monitoring demand."
Micron Winds Down Crucial Consumer Business
Tom's Hardware | Micron is killing Crucial SSDs and memory in AI pivot. Company refocuses on HBM and enterprise customers.
AI Is Driving Memory Chip Supply Crisis
Reuters | The AI frenzy is driving a memory chip supply crisis. SK Hynix predicts that the memory shortage will last through late 2027.
Pricing Crisis Has Only Just Started
Tom's Hardware | The RAM pricing crisis has only just started, Team Group GM warns. They say that the problem will get worse in 2026 as DRAM prices double in one month.
DRAM Industry Revenue Up 30% QoQ
TrendForce | Significant increases in conventional contract prices, higher bit shipments, and growing HBM volumes drove the global DRAM industry revenue to US $41.4B in Q3, marking a strong 30.9% QoQ growth.
Chip Makers Warn of a Looming Shortage
Computer Weekly | Chip makers warn of a looming shortage in DRAM and SSD. Hyperscalers and server manufacturers are ordering too many memory components for their AI infrastructures.
Dell Reports Unprecedented Component Cost Surges
Dell | In their last earnings call, Dell said: "Look, we're in a very unique time. It's unprecedented. We have not seen costs move at the rate that we've seen."
Server Memory Prices Could Double by 2026
Network World | Server memory prices could double by 2026 as AI demand strains supply. Counterpoint warns that DDR5 RDIMM costs may surge 100% amid manufacturers’ pivot to AI chips.
Dell, HP, and HPE Downgraded Due to Memory Supercycle
Yahoo Finance | Morgan Stanley slashes ratings on Dell, HP and HPE amid memory price spikes.
Samsung Hikes Memory Chip Prices
Reuters | Samsung hikes memory chip prices by up to 60% as shortage worsens, sources say.
Server DRAM Prices Surge up to 50%
Tom's Hardware | Server DRAM prices surge up to 50% as AI-induced memory shortage hits hyperscaler supply. U.S. and Chinese customers only getting 70% order fulfillment.