While memory shortages have been a problem for almost everyone, Samsung and other businesses have started to see revenue figures that would've never been anticipated a few years ago. Samsung's DRAM Business Alone Has Managed To Achieve $37 Billion In Q1, And The Growth Won't Stop Here DRAM has become a commodity in the AI industry, in high demand, and suppliers like Samsung, SK hynix, and Micron are unable to meet customer requirements, driving a wider shortage across the supply chain. With that, a report by Counterpoint Research has talked about Samsung's Q1 financial results, but the interesting parallel drawn […]

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Dell's CEO, Michael Dell, has discussed his estimates of the AI memory supercycle at a recent event, claiming that the explosive demand will persist for several years. If Hyperscalers Do Not Spend Money on Memory, There's a Fear Within Them of Getting Behind the Competition We have been tracking the memory supply chain for quite some time now, noting that the supply-demand gap has widened in the past few quarters; however, questions remain about how long we will see such conditions in the memory industry. Following the recent TurboQuant fiasco and the wider selloff within memory companies, there was a […]

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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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The rising cost of memory has started to bite into the CapEx of major hyperscalers and their infrastructure buildouts, but NVIDIA enjoys an exclusive position in the supply chain. DRAM Contract Prices Have Increased Significantly In the Past Few Quarters, But This Doesn't Bother NVIDIA For Now DRAM shortages have disrupted broader supply chains, affecting segments like AI and consumer markets, but, interestingly, for hyperscalers, there are few options other than buying DRAM at outrageous prices, either on spot or contract terms. Based on information from SemiAnalysis and supply chain reports, memory prices have started to influence hyperscaler investments to […]

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The memory industry is now witnessing a major shift, as DRAM suppliers are now looking to lock in customers into 'multi-year' contracts, essentially guaranteeing demand. Samsung Entering Into Long-Term Contracts Means Shortages Might Last Till The End of the Decade It appears that the demand for memory products among Big Tech is so massive that they are willing to take the risk of entering long-term agreements with suppliers like Samsung and Micron, which is seen as a rather 'untraditional' move within the industry. A report by the Korean media outlet EBN reveals that hyperscalers are entering into long-term memory contracts […]

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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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Samsung's NAND supply is now expected to see a significant price hike, as the Korean giant, like DRAM, plans to capitalize entirely on demand from the AI sector. NAND Prices Are Getting Out of Control, And It Could Have Devastating Impacts on the PC Market The PC industry is set to face another crisis from memory suppliers, and after being disrupted by AI customers' demand for DRAM, it appears NAND is next. According to a report by the Korean media outlet Sedaily, Samsung now plans to hike prices by a whopping 100% in Q2, following a similar hike in Q1. […]

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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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Samsung and SK hynix have reportedly started issuing contract prices for the upcoming quarters to customers, and the price increases are gigantic. DRAM Prices Have Almost Grown By 3 to 4 Times Since Q4 2025, And the Situation Is Worsening With Each Day When we talk about DRAM contract prices, it is important to note that, given the memory market's shift to a 'seller-dominated' market, DRAM quotations are now revised quarterly for large-scale customers. For smaller buyers, prices change within days, making it almost impossible for them to procure supplies. In the latest report by the Korean media outlet Sedaily, […]

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The memory industry has gone wild in recent times, and consumers are struggling to get their hands on modules, yet one buyer managed to get pretty lucky with his RAM purchase. Amazon Warehouse Negligence Sent a User RAM Kits Worth Ten Times More Than the Original Order Well, the retail market has pretty surprising stories for us sometimes, and most of them involve either hitting a jackpot with the refund process or relying on Amazon FBA sellers for purchases. This time, a Redditor ordered a single Corsair Vengeance 32 GB DDR5 memory module for $300, but the package he received […]

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Samsung has reclaimed the top spot in the DRAM industry, as the Korean giant's efforts to restructure its HBM business have proven fruitful. Samsung's DRAM Market Share Now Surpasses SK hynix, Credited to Recent HBM & Memory Breakthroughs For those unaware, Samsung has been leading the memory market for several years now, and the Korean giant was known to have one of the largest DRAM production capacities; however, last year, the company failed to achieve key objectives. This allowed competitors to gain market share from Samsung, which is why the firm lost its lead to SK hynix. However, according to […]

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Lenovo urges its partners to place the orders as quickly as possible if they don't want to order at higher prices in the next month. Lenovo NA Chief Wade McFarland Warns Against Price Hike in March; Recommends Placing Orders for its Partners by February 25 More vendors are now announcing price hikes for their products. Lenovo, which is the largest PC OEM is also about to revise its pricing very soon, and it looks like the new pricing strategy will also be affected by the timeline. Unlike how one would assume, the price hikes may not just affect the orders […]

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Well, the idea that Chinese memory modules are cheaper has been outdated, as a recent DDR5 listing by a domestic vendor shows that RAM prices have almost leveled out worldwide. KingBank's DDR5 Modules Are Now Retailing For Prices Similar to Western Alternatives, As Shortages Leave No Other Way We did see the narrative of Chinese memory emerging as a 'saviour' for gamers pop up a few weeks ago, and it was mainly driven by the fact that manufacturers like CXMT weren't as mainstream compared to the 'Big 3' memory suppliers. However, it didn't take much time for the Chinese RAM […]

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Samsung, SK hynix, and Micron are now entering into the 'production expansion' timeline, but estimates suggest that any capacity increase won't help with the memory shortages for consumers. Memory Manufacturers Are Desperate to Address Shortages, To Ensure That They Don't Miss Out on the Supercycle Memory shortages have now entered a phase in which sellers dominate, as demand has outpaced supply by a wide margin. Given the AI buildout, companies are rushing to secure LTAs with the likes of Micron, and at the same time, demand from the consumer sector isn't slowing down, which means the only possible solution for […]

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