SK Hynix
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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.
Samsung and SK Hynix are reportedly testing Chinese chipmaking tools
Samsung Electronics and SK Hynix are reportedly testing chipmaking tools from Chinese company AMEC amid concerns over potential U.S. export restrictions. While no decision has been made to fully transition, the companies have been testing the tools for up to two years. These chips are crucial for smartphones, tablets, and AI technology, and potential restrictions could impact the broader tech and gaming industries.
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.
NAND and HBM have been merged into a dorky megazord for datacenters by Sandisk and SK hynix
SK hynix and Sandisk have unveiled High Bandwidth Flash (HBF), a new memory technology merging High Bandwidth Memory (HBM) and NAND capabilities for data centers. HBF aims to provide high-speed data transfer with expanded capacity, leveraging an open standard via the Open Compute Project and the Universal Chiplet Interconnect Express (UCIe) interface. This development comes amidst a growing demand for AI infrastructure and ongoing memory supply shortages.
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.
Evening Reading - July 30, 2026
This article is a news roundup from Shacknews for July 30, 2026, featuring updates on various games including Silent Hill: Townfall, Battlefield 6, and Gears of War: E-Day. It also touches on business news such as EA CEO Andrew Wilson's compensation and SK Hynix's earnings, alongside mentions of Atari's World Championships and the use of AI in content creation.
The memory crisis keeps getting worse: Nvidia graphics card prices now rumoured to increase by as much as 30%
Nvidia graphics card prices are reportedly set to increase by 20-30% due to an ongoing memory crisis, affecting both GDDR6 and GDDR7 components. This potential price hike has caused concern among distributors in China, with some high-end models like the RTX 5090 D and RTX 5080 seeing significant price jumps. The memory crisis is expected to continue until at least 2029, impacting the cost of building gaming PCs.
Gleefully counting its billions, Samsung cries warning of a 'severe' memory supply crisis next year
Samsung Electronics reported record profits for Q2 2026, driven by AI data center demand, but warns of a severe memory supply crisis expected to worsen through 2028. Competitor SK hynix also faces scrutiny over HBM4 shipment slowdowns. Both companies are experiencing record profits amidst these supply constraints.
Evening Reading - July 29, 2026
This edition of Evening Reading covers several gaming industry updates, including a sequel in development for Wuchang: Fallen Feathers and a DLC release for Pokemon Pokopia. Financial reports from Capcom, SK Hynix, Electronic Arts, Facebook, and Microsoft are highlighted, with EA CEO Andrew Wilson's compensation increasing due to Battlefield 6's success. Additionally, Facebook's Reality Labs reported significant losses, while Silent Hill: Townfall is noted for its innovative use of outdated technology. The article also touches on streaming events and new content for Marvel's Spider-Man 2.
SK Hynix (SKHY) Q2 2026 earnings results miss revenue expectations despite 257% YoY increase
SK Hynix reported its Q2 2026 earnings, with revenue reaching 79.32 trillion won ($54.55 billion), a 257% year-over-year increase. Despite this record performance, the company failed to meet analyst expectations of 84 trillion won. The demand for AI components has significantly boosted SK Hynix's position, though concerns about potential overproduction and strategic adjustments by other companies have impacted its stock.
Morning Tech Bits
Intel's Optane technology, specifically its KV cache, is discussed as a potential solution to ease RAM price increases. SK hynix is noted for its record-breaking $55.6 billion in revenue, highlighting significant activity in the semiconductor market.
RAM prices be damned, SK hynix's record-breaking $55.6 billion quarter still failed to meet investors' wild AI…
SK hynix reported a record-breaking revenue of $55.6 billion for its second quarter of 2026, driven by strong demand from the AI industry. However, the company missed investor expectations due to a slowdown in HBM4 shipments, leading to a significant drop in its share price. Despite this, SK hynix plans to increase capital spending to support anticipated future demand.
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.
TSMC admits its 'jealous' of memory chipmakers' margins, but is limiting its own price hike because its customers would not survive price increases of 'four to five times'
TSMC, a leading semiconductor foundry, plans to increase prices by 5-10% in 2027 due to rising material costs and overseas expansion projects. While acknowledging higher margins in the memory chip sector, TSMC's chairman stated that drastic price hikes would be unsustainable for their customers. This follows recent price increase announcements from AMD, Intel, and Apple.
'There are limits to how much prices can be raised' says SK hynix chairman about memory crisis but I'm…
SK hynix group chairman Chey Tae-won acknowledged that current memory prices are "abnormally high" and stated there are limits to how much they can be raised, especially for PC and smartphone manufacturers whose customers cannot absorb increased costs. He suggested increasing supply, potentially through a new US factory, to lower prices and prevent "chipflation," emphasizing that market sustainability requires growth and preventing shrinkage, even if it means reduced profit margins.
