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DRAM chip supply to module makers could drop by more than 70% year-on-year in 2027, says Apacer CEO — demand for HBM and server RAM continues to devour manufacturing capacity

… For now, the company is betting that possessing expensive memory in 2027 will be considerably better than having no memory to sell at all. Follow Tom's Hardware on Google News , or add us as a preferred source , to get our latest news, analysis, & reviews in your feeds. …

Jul 29, 2026 · Etiido Uko

Budget smartphone market collapses under the weight of memory shortages, sales expected to drop 22% — memory alone now comprises up to 64% of the total cost of lower-tier smartphones

… In the tech industry, this is governed by the "cost floor." Even if a manufacturer puts a low-capacity memory chip into a phone, the baseline cost to produce, test, and package that silicon has skyrocketed over the past four quarters because memory giants like SK hynix, Samsung, and Micron have agg… …

Jul 8, 2026 · Zak Killian

Lexar lists 32GB DDR5 memory with homegrown Chinese chips — 3,999 Yuan ($592) price undercuts hopes for cheaper CXMT-powered RAM

… Likewise, major PC manufacturers such as HP and Dell have started qualifying CXMT DRAM , while Acer and Asus have reportedly asked their Chinese manufacturing partners to source locally made memory chips. …

Aug 3, 2026 · Kunal Khullar

Memory chip boss admits RAM prices are 'abnormally high' — SK Group chairman considering building a semiconductor plant in the US to expand supply, calm ‘chipflation’

… Follow Tom's Hardware on Google News , or add us as a preferred source , to get our latest news, analysis, & reviews in your feeds. …

Jul 19, 2026 · Jowi Morales

Lawmakers want US government to ban memory chips from China, even in allied supply chains — citing 'unacceptable risk' to national, economic, and supply chain security

… Corsair, Patriot Memory, and some other suppliers of branded memory modules and SSDs have been using DRAM from CXMT and 3D NAND from Yangtze Memory for some time now. …

Jul 17, 2026 · Anton Shilov

SK hynix raises a record $26.5 billion in historic U.S. IPO — South Korean memory giant to fund massive HBM manufacturing expansions

… SK hynix is the world's leading maker of high-bandwidth memory HBM , the vertically stacked DRAM that has become critical infrastructure for AI accelerators. The company has said it will steer the proceeds toward boosting its AI-memory manufacturing capacity. …

Jul 10, 2026 · Etiido Uko

Memory price surge begins to cool as consumers hit affordability limit — AI demand still keeps DRAM and NAND prices climbing through Q3 2026

… Follow Tom's Hardware on Google News , or add us as a preferred source , to get our latest news, analysis, & reviews in your feeds. TOPICS Etiido Uko News Contributor

Jul 4, 2026 · Etiido Uko

SK hynix, Samsung, Micron among semiconductor industry group lobbying against government intervention on domestic memory chip supply — says move would worsen situation, suggests tax deductions on consumer electronics instead

… The group claims that even though memory manufacturing capacity is expected to increase by around 19% annually. But even though memory makers are building fabs to help expand output, it will take years for these facilities to come online. …

Jul 3, 2026 · Jowi Morales

Micron's Virginia fab begins producing America's most advanced DRAM memory — fab expansion to quadruple output, easing DDR4 shortage for automotive and defense sectors

… The company broke ground on a new memory manufacturing complex in Clay, New York, in January, and initial wafer output at its first new Idaho fab is expected in mid-2027. …

May 23, 2026 · Luke James

Chinese CXMT DRAM doesn't look like the budget savior many were expecting — new modules enter the market, but prices still track the big three

… As a result, CXMT memory chips may make the lives of hardware makers easier, but are not expected to impact the retail prices you pay. Follow Tom's Hardware on Google News , or add us as a preferred source , to get our latest news, analysis, & reviews in your feeds. …

Jul 26, 2026 · Anton Shilov

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DRAM chip supply to module makers could drop by more than 70% year-on-year in 2027, says Apacer CEO — demand for HBM and server RAM continues to devour manufacturing capacity

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Hyperscalers commit nearly $2 trillion to secure AI hardware and memory — Google leads $811 billion spending surge while Apple trails at $57 billion

Anthropic co-designing custom AI inference chips to bypass costly Nvidia GPUs — Samsung reported as manufacturing partner for Claude maker

Microsoft quietly purges 32GB of RAM recommendations from its website — company reels from the effects of the memory shortage as it released 8GB base models for Surface laptops this year

Three major PC makers now using Chinese memory to fight 'unprecedented memory shortage,' report claims — HP, Asus, and Acer using 'small amounts' of CXMT chips in limited number of notebooks for non-US market