… Some reports also suggest that manufacturers have already sold out key DRAM production slots for 2026, while the traditional PC DRAM production is expected to fall short of demand for the next few years. …
… In an hour-long podcast, Edward talks about the GPUs, DRAM situation, RDNA 4, and AI stuff, but we found the DRAM aspect particularly noteworthy, as it offers a sense of optimism at a time when market conditions are expected to tighten in the coming months. …
… Related Story PS6 Launch Timing Remains Undecided as Memory Shortages Persist; Sony Also Books $800M Bungie Impairment Loss It is claimed that suppliers are concerned about entering another DRAM demand 'downturn', which is why there are growing concerns about "expanding production facilities". …
… Samsung and SK hynix have experienced a challenging DRAM cycle during the COVID era and beyond, which is why production lines are currently constrained. This is due to the drastic reduction in DRAM production that was implemented to combat the lack of demand a few years ago . …
… This prioritization of HBM over consumer-DRAM leads to a tighter supply and an increase in prices. Currently, Samsung holds a 32.7% DRAM and 32.9% NAND market share. …
… AMD/NVIDIA Could Halt Budget GPU Production As Memory Shortages Force Them to Reallocate Capacity It appears that DRAM shortages are going to affect gamers on a much larger scale than just being confined to RAM supply, as according to a report by the Korean media outlet Hankyung , it is rumored tha… …
… In a recent report, we delved into how ASUS expects the price of consumer products to rise if the DRAM shortages persist over the upcoming months, as inventory levels are claimed to last only a 'few weeks', given that DRAM supply constraints weren't anticipated at all. …
… Similarly, in the NAND industry, one can anticipate that prices for consumer storage devices, such as SSDs, will rise dramatically, especially for models with higher storage capacities. …
… ASUS, being one of the biggest PC players out there, does have the capability to enter the DRAM market, but even then, setting up a dedicated plant just for DRAM manufacturing will be a huge task for them. …
… Since DRAM started to soar in prices, many have refrained from buying a new DDR5 RAM kit or module, which has also forced them to delay building a new PC or upgrading. …