Report: Samsung co-CEO TM Roh told company leaders that the mobile division MX could report its first ever annual loss this year, amid RAM and storage shortages
As AI continues to eat up the market's RAM output, smartphones are in crisis as costs continue to skyrocket.
HP says memory now accounts for 35% of its PC bill of materials, up from 15% to 18% in Q4 2025, and expects RAM's share to rise through 2026
Simon Sharwood /The Register:
The AI-fueled memory shortage that is spiking RAM prices is expanding to the broader PC market, driving price hikes for GPUs, high-capacity SSDs, and even HDDs
GPU makers may prioritize more profitable models; large SSDs are harder to find. … Standalone, direct-to-consumer RAM kits …
IDC expects shipments of PCs could shrink by up to 9% YoY in 2026 due to global memory shortages, as demand from AI data centers continues to outstrip supply
If you need a new PC, it's best to buy one now as things will get worse in 2026 Forums: r/technology : IDC warns PC market could shrink up to 9% in 2026 due to skyrocketing RAM pricing — even moderate...
In recent months, DDR4 and DDR5 RAM and SSD prices surged dramatically due to an ongoing AI chip shortage and panic buying; some RAM kits now cost 3x as much
Some RAM kits are over three times as expensive as they were three months ago. — It's not a bad time to upgrade your gaming PC.
TrendForce: DRAM's average price fell 31.4% in Q3 and 34.4% in Q4 2022, among the worst drops since 2006; Samsung plans to spend $30B+ in 2023 to grow capacity
but it's not enough to beat Samsung José Adorno / BGR : iPhone 15 will feature up to 8GB of RAM, TrendForce reports Omar Sohail / Wccftech : Apple To Increase RAM ‘Capacity And Specifications’ Of The ...