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The three biggest RAM makers have already sold all their 2027 output, report says, potentially stretching price woes into 2028
The three largest RAM manufacturers, Samsung, Micron, and SK Hynix, have reportedly sold their entire expected output through 2027, potentially extending current high prices for PC components like RAM, storage, and graphics cards into 2028. This situation is exacerbated by demand from the AI industry and follows previous admissions from Samsung and Valve regarding ongoing shortages and price hikes.
RAM prices will stay high, as 2027 memory production slots are already sold out
RAM prices, particularly for DDR5, are expected to remain high due to massive demand from AI firms and sold-out production slots for 2027. Major manufacturers Samsung, SK Hynix, and Micron have filled their capacity, prioritizing High Bandwidth Memory for AI servers over consumer-grade RAM. This shortage impacts gamers building PCs or buying new devices, with no immediate signs of price drops.
RAM, SSDs to Face “Significantly Reduced” Supply Throughout 2027 – Rumor
A rumor suggests that RAM and SSD supply will be significantly reduced through 2027, with major manufacturers Samsung, SK Hynix, and Micron reportedly selling out their fabrication capacity. This scarcity is expected to prioritize AI companies and potentially lead to price increases for consumer products and next-generation consoles like the PlayStation 5 and future Xbox models. While Sony has secured enough RAM for PlayStation 5 production until fiscal year 2027, future price hikes are possible.
Chinese memory maker CXMT mops up even more market share away from the likes of Samsung, SK hynix, and Micron, giving me…
Chinese memory maker CXMT is rapidly gaining market share, capturing 7% of the revenue market from established players like Samsung, SK hynix, and Micron. This growth is attributed to component validation for CXMT memory and a successful public offering. CXMT memory is reportedly being integrated into HP, Asus, and Acer notebooks, particularly in regions outside the US, as demand for memory, driven by AI, continues to outstrip supply.
It won't fix the RAM crisis, but CXMT is poised to bring back mass-market DRAM production and gaming laptop brands…
ChangXin Memory Technologies (CXMT) is increasing its global DRAM market share and is reportedly being used by laptop manufacturers like HP, Asus, and Acer to alleviate RAM shortages. While CXMT's current focus is on the Chinese market and standard laptops, its growth presents a potential challenge to established players like Samsung, SK Hynix, and Micron, who are prioritizing HBM production.
Chinese RAM is reportedly landing in laptops from HP, Asus and Acer but it won't change the memory crisis overnight
Chinese memory manufacturer CXMT is reportedly supplying chips to HP, Asus, and Acer for use in their laptops, primarily in non-US markets. While CXMT's market share is growing, the limited supply is intended to avoid disrupting relationships with major global memory chipmakers like Micron, Samsung Electronics, and SK Hynix. This development comes amidst a global memory crisis, with demand expected to outstrip supply for years to come.
Morning Legal Briefs
Micron is facing a new lawsuit alleging that 'forever chemicals' will be released into the Oneida River from its New York fabrication plant. The complaint reignites a legal battle concerning environmental impact.
Samsung, who've been accused of worsening the RAM crisis via price fixing, reckon components will only get more expensive in 2027
Samsung predicts the ongoing RAM crisis will worsen in 2027, with supply unlikely to improve until 2028. The company's Q2 earnings call revealed that AI firms are securing future supply through long-term contracts, which benefits Samsung's financial outlook but contributes to higher consumer prices. This situation is at the center of a US lawsuit accusing Samsung, SK Hynix, and Micron of fixing RAM prices.
AMD graphics card price hikes are reportedly following Nvidia's, as the AI-fuelled RAM shortage continues to set wallets alight
AMD is reportedly increasing its graphics card prices by 10%, following Nvidia's earlier price hike of up to 30%. This is attributed to an ongoing RAM shortage, exacerbated by the demand for AI hardware, which is also leading to a lawsuit against major memory chip makers for alleged price fixing. Concerns are also raised about potential new AMD Radeon RX 9050 cards with only 4GB of VRAM.
Memory chip maker Samsung says the component shortage will continue to get worse in 2027, while earning a pretty penny from it
Samsung, a major memory chip manufacturer, predicts that global component shortages will worsen through 2027 and potentially 2028, driven by high demand from AI companies. This situation is leading to increased prices for consumer electronics, including gaming consoles like the PlayStation 5, Xbox Series X/S, and Nintendo Switch. Samsung, along with SK Hynix and Micron, faces accusations of price fixing related to these shortages.
Micron's low power DRAM 'consumes approximately one-third the power of DDR5' in AI data center workloads,…
Micron and Meta have collaborated on an experimental data center rollout of low power DRAM (LPDDR5X) using Micron's SOCAMM2 form factor. Testing indicated this experimental DRAM consumes approximately one-third the power of DDR5 in AI workloads, accounting for under 7% of total system power and offering better bandwidth-per-watt performance.
Memory chipmaker CXMT sees shares surge 466%, becomes one of China's most valuable listed companies right below…
Chinese memory manufacturer CXMT experienced a massive surge of 466% on its initial public offering on Shanghai's STAR market, becoming one of China's most valuable listed companies. Despite concerns about speculation and potential market bubbles, CXMT's expansion plans and its appeal to major players like Apple highlight its growing significance in the global memory market.
The fourth biggest memory manufacturer could break into America soon, and chances are you've never heard of it
Chinese memory manufacturer ChangXin Memory Technologies (CXMT) is planning to enter the US market, aiming to become the fourth-largest memory producer globally. Despite facing competition from Micron and potential trade restrictions, CXMT has seen significant revenue growth and a successful IPO, supported by state-backed investment.
DRAM demand predicted to outstrip supply by 28.7 exabytes in 2030, which is almost as much as the actual DRAM in the…
Research predicts a significant DRAM shortfall by 2030, with demand exceeding supply by 28.7 exabytes, even with increased production from Chinese manufacturers. This deficit is driven by AI demand and general market bottlenecks, potentially keeping DRAM prices inflated. Innovations in AI efficiency could offer some relief, but the overall trend points to continued supply constraints.
So THIS is why component makers have started validating their products for Chinese memory
Component manufacturers like MSI and Asus are validating their products for Chinese-made DRAM, driven by a significant ramp-up in production from companies such as CXMT. This expansion, supported by state backing and faster construction times, could see Chinese memory makers quickly rivaling established players like Micron. The increased capacity is expected to meet high global demand, potentially impacting pricing and availability for PC components.
'Customer demand will remain higher than our supply capacity even beyond 2030': SK hynix CEO predicts memory…
SK hynix CEO Kwak Noh-Jung predicts the global memory supply crisis will persist beyond 2030, with customer demand consistently exceeding supply capacity. Despite ongoing capacity expansions by major players like SK hynix, Samsung, and Micron, the CEO forecasts that next year will be the worst in the industry's history from a supply perspective. Analysts express concerns about potential oversupply due to new capacity builds and the uncertain monetization of AI spending.
SK Hynix (SKHYV) ADR closes first day of American trading up 13%
SK Hynix's American Depositary Receipts (ADRs) closed their first day of trading up 13%, reaching $168.31 per share. The memory chip manufacturer has seen a surge in demand for its DRAM and flash memory products, driven by the booming AI sector and increased spending on data center components. This growth contributed to SK Hynix reaching a $1 trillion valuation in May 2026.
Multiple motherboard and PC component makers move forward with Chinese-made memory validation
Motherboard manufacturers MSI and Asus are validating DDR5 memory from Chinese supplier CXMT, enabling support for higher speeds on their AMD AM5 platforms. This move comes as major memory producers like Samsung, SK hynix, and Micron are still expanding capacity, with CXMT becoming a significant player in the DRAM market despite controversies.
Morning Tech Bits
Steam Machine Verified medals have begun appearing on game store pages, suggesting a new compatibility system. Separately, Micron announced plans to invest $250 billion in US manufacturing facilities.
What memory crisis? 79% of PC Gamer readers are rocking 32 GB or more RAM in their gaming rigs
A survey by PC Gamer reveals that 79% of its readers have 32 GB of RAM or more in their gaming PCs, with 50% specifically having 32 GB. This data contrasts with industry concerns about memory shortages and rising prices, indicating that PC gamers have largely equipped themselves with ample RAM. The article also touches on the broader impact of the memory crisis on other PC components and peripherals.
