DRAM, GPU and CPU News Updates
16th March 2026
Allocation, allocation, allocation…
Current market conditions:
SK Hynix – HBM memory allocation – sold out for 2026
Samsung – HBM memory allocation – sold out for 2026
Micron – Production schedule locked well into 2027
Western Digital / San Disk HDD/ SSD – allocation sold out 2026
Seagate – HDD/ SSD – allocation sold out 2026
Takeaways – forecasting and securing of stock is key to meet deadlines and keeping projects alive.
9th March 2026
Rising RAM
Reuters reports the smartphone market may face its biggest decline ever, driven by a surge in memory chip prices. This isn’t just a consumer issue—memory supply shocks ripple across industries. Rising RAM costs put pressure on data centre budgets, storage becomes more expensive, and chip allocation increasingly prioritizes AI and enterprise over consumer devices. The result: infrastructure efficiency is no longer optional. Organizations running bloated Kubernetes clusters, overprovisioned databases, or “good enough” cloud setups could face serious cost pressure soon. If your infrastructure isn’t optimized for resource and memory utilization, the next budget review might be a painful wake-up call.
Samsung projections are showing pricing could be on track to double this quarter. Cause being increased demand for standard memory whilst HBM is being prioritised for profit margins.
KIOXIA and SK Hynix are expected to follow suit.
2nd March 2026
Production isn’t the problem, allocation is
Data centres are on track to consume 70% of all memory chips produced in 2026. The other 30% has to go around every other industry. There just isn’t enough.
Memory production for 2026 has already been fully allocated, this is now creeping into 2027’s production.
16th February 2026
Gen 4 and Gen 5 NVMe SSDs Holding Steady
NVMe pricing has plateaued after the slight price hikes we saw last quarter. Production seems to have caught up with demand, and drives like the WD Black SN850X and Samsung 990 Pro are sitting comfortably at MSRP.
Current Advice: HOLD. Only buy if you desperately need the storage today. Otherwise, wait for seasonal sales.
12th February 2026
DDR4 is taking the hit
AI-driven demand has flipped the memory market on its head, and DDR4 is taking the hit.
Manufacturers are funnelling capacity into high‑bandwidth memory for AI servers, leaving traditional DRAM with whatever wafer allocation remains. The consequence is a sharp contraction in DDR4 supply, longer lead times, and prices that are rising faster than most buyers expected — with no indication of easing.
9th February 2026
DRAM and NAND price spike
DRAM and NAND price spike
DRAM contract prices surge dramatically due to hyperscaler demand.
NAND flash prices also increase as enterprise SSD demand rises.
Consumer GPU availability drops
Manufacturers reportedly cut consumer GPU production by 30–40% to allocate memory to AI hardware.
12th January 2026
Memory demand surge update
AI GPUs require 80–200GB of HBM per chip, putting huge pressure on DRAM fabs.
5th January 2026
HBM4 supply chain disruption
Development of HBM4 memory faces redesigns after higher performance requirements from next-generation AI GPUs.
This pushes large-scale production toward late Q1–Q2 2026.
29th December 2025
It’s RAMmageddon
Reports indicate memory vendors such as Micron and SanDisk are exploring additional manufacturing capacity through partners like Powerchip Semiconductor Manufacturing Corp. to boost output amid tight supply. This month has marked a significant turning point where AI demand is reshaping the computer component supply chain—pushing memory prices up, tightening consumer hardware supply, and forcing manufacturers to prioritize enterprise and data-centre markets.
22nd December 2025
DDR5 contract prices surge
Analysts report that DDR5 contract prices surged, with some suppliers effectively running out of stock.
Major DRAM producers—including Samsung, SK Hynix, and Micron—are prioritizing high-bandwidth memory (HBM) used in AI accelerators, tightening supply for consumer devices.
Industry forecasts suggest PC prices could rise up to 8% in 2026 because of the memory shortage.
Some PC manufacturers begin selling systems without RAM installed to cope with supply volatility
15th December 2025
Rapid rising DRAM
Memory manufacturers and module vendors warn of rapidly rising DRAM prices driven by AI demand.
Companies such as G.Skill report large retail price increases for DDR5 memory kits as suppliers raise costs.
8th December 2025
Micron Announces Exit from Crucial Consumer Business
On 3 December, Micron Technology officially announced it would exit the consumer memory and storage market by discontinuing its long-running Crucial consumer business. The semiconductor manufacturer said shipments of Crucial-branded products through retail and online channels would continue until the end of its fiscal second quarter in February 2026, after which the company will focus on enterprise and data-centre customers. The decision reflects surging demand for advanced memory used in artificial intelligence infrastructure, prompting Micron to redirect manufacturing capacity toward higher-growth segments while still honouring warranties and support for existing Crucial products.
The move signals a broader industry shift toward supplying AI data-center infrastructure, reducing emphasis on consumer PC memory and SSD products.
24th November 2025
GPU production adjustments
GPU manufacturers reduce consumer GPU manufacturing to prioritize higher-margin data-centre hardware.
Some upcoming GPU launches face potential delays due to memory supply constraints.
17th November 2025
Memory prices are rising
NAND flash and DRAM are beginning to rise in price due to cloud and AI server demand.
10th November 2025
The market is tightening
Manufacturers shift DRAM capacity from older DDR4 to DDR5 and HBM, reducing supply for legacy systems.
3rd November 2025
AI demand dominates chip supply
Hyperscale AI infrastructure expansion increases demand for advanced memory such as HBM (High-Bandwidth Memory).
Semiconductor manufacturers are beginning to shift production from consumer components to AI accelerators.
27th October 2025
GPU supply is tightening
There are supply constraints for next-generation GPUs due to limited GDDR7 memory production.
Lead times for high-end consumer GPUs are extending into early 2026.
For more information, Contact us at G2 Digital to find out how we can help you plan ahead.
