Amid cries of a decline in the memory industry, supply chain reports suggest that hyperscalers are locking into long-term contracts with suppliers to secure a consistent supply. Hyperscalers Are Willing To 'Risk It All' to Secure DRAM Supply, Even Entering Into Contracts That Could Backfire The memory markets entered an interesting phase over the past few weeks, as 'widespread' panic among retailers and some elements of the supply chain led them to believe that the release of Google's TurboQuant compression algorithm would end the supercycle. This resulted not just in a wider selloff in memory stock capitalization, but also, at […]

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Samsung is reportedly looking for customers eager to enter into 'multi-year' memory contracts by offering a slight discount at the outset. Samsung Intends to Lock In DRAM Supply For Several Years, Likely to Prevent Overinvestments The memory industry has been experiencing an unprecedented demand cycle over the past few quarters, as enterprise demand is through the roof, pushing DRAM contract prices to new levels. While suppliers are immensely benefiting from the current situation, there are concerns that the aggressive demand will end. To ensure the cycle's volatility doesn't affect suppliers more, Samsung is reportedly locking suppliers into surprise three- and […]

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Suppliers like Samsung and SK hynix are planning to take a rather 'cautious' approach to their DRAM plans, as they see a risk of oversupply, according to a report. Samsung Expects The DRAM Supercycle To Fade Away By 2028, Which Is Why It is Being Cautious With Investments The DRAM shortages are intensifying each quarter, and this is clearly evident in how contract prices are evolving aggressively, with a triple-digit increase that is beyond shocking. While manufacturers like SK hynix and Samsung are currently capitalizing on unprecedented demand, they are also cautious about expanding output. Chosun Biz reports that Samsung […]

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Memory shortages aren't looking to slow down anytime soon, and now, according to Counterpoint Research, the prospect of prices returning to normal is gloomy. Memory Shortages Could Last Up To H2 2027, And They Could Extend Even Further If Supply Remains Tight There is no definite timeline for when we can expect DRAM shortages to ease, but the only way to predict it is by looking at how demand is evolving over time. And, when you look at the current pace of the AI infrastructure buildout, you'll realize that memory demand isn't slowing down anytime soon, which is why Counterpoint […]

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PC manufacturers won't find it viable to offer hardware to gamers at 'entry-level' prices, as memory costs have reached unprecedented levels. Gartner Says That Manufacturers Have No Option Left Other Than Raising PC Prices to Adjust to Rising Memory Costs DRAM shortages have impacted several consumer-focused industries, but the consequences for the PC industry are the most disruptive. We have seen hardware prices soar to new heights, product launches delayed, and inventory levels drop rapidly across retail markets, all because the memory supply isn't enough to meet demand. A new Gartner market report reveals that PC shipments are expected to […]

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