Motherboard Price Increases at ASUS, GIGABYTE, and MSI
… Memory prices are rising, SSDs are becoming more expensive, graphics cards are once again facing cost pressure, and motherboard manufacturers are shifting their focus toward AI servers. …
… Memory prices are rising, SSDs are becoming more expensive, graphics cards are once again facing cost pressure, and motherboard manufacturers are shifting their focus toward AI servers. …
… If demand remains high and new fabs, packaging capacity, and geopolitically distributed production have to be financed, the pressure on costing rises. Added to this are reports of higher costs on the memory side, which creates additional margin pressure, especially for AI and GPU products. …
… But if investments, depreciation, bonus models, and ramp-up costs run counter to that, the profit leverage remains smaller than expected. Conclusion For me, this report shows above all that Samsung Foundry is getting more movement in the right direction again, but is not yet sailing freely. …
… But NVIDIA is selling a vision: the PC should not only compute faster, but also enable local AI agents and creative workflows directly on the device. Whether the mass market really wants that immediately remains open. For professional niches, however, it may still be enough to create pressure. …
… The company is said to have told its customers that it had exhausted its ability to absorb these additional costs itself. Qualcomm is also said to have tried sourcing certain components from alternative sources or new suppliers in order to reduce cost pressure. …
… Retailer inventories, existing contracts, regional stock, discount campaigns, and competitive pressure can delay price increases. …
… Segment TrendForce forecast Q3 2026 Assessment Conventional DRAM +13 to +18 % QoQ continuing to rise, but more moderately NAND Flash +10 to +15 % QoQ SSDs remain under cost pressure PC DRAM still tight OEMs are building inventory, higher notebook prices possible Client SSDs price increases moderate… …
… Nevertheless, the ADATA statement shows how tense procurement remains. As a module and SSD supplier, ADATA is particularly close to this pricing reality. …
… These include smartphone SoCs, network chips, AI-related accelerators, automotive components, and custom designs. If Samsung can enforce higher prices here, it would indicate better utilization and stronger bargaining power. At the same time, it shows that cost pressure is not limited to TSMC. …
… These are precisely the components currently under price pressure. AI servers are drawing large quantities of DRAM, HBM, NAND, SSD controllers, and manufacturing capacity from the market. …