The memory industry saw a rollercoaster ride in the past few weeks following the debut of Google's TurboQuant, but the idea of shortages being over is seen as a "misinterpretation", to say the least. Google's TurboQuant Isn't Slowing Down the Memory Supercycle At All; the Demand Will Stay For Several Quarters With DDR prices coming down over the past few days, we did discuss the role of Google's TurboQuant algorithm; however, tying it to the end of memory shortages was a mere misperception, according to The Financial Times' latest report. Following the blog post about TurboQuant, we saw a huge […]

Read full article at https://wccftech.com/googles-turboquant-made-everyone-panic-about-memory-demand/

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 […]

Read full article at https://wccftech.com/samsung-memory-business-alone-is-now-more-profitable-than-amazon-meta-and-microsoft/

The PC industry is entering a 'tough period', as IDC warns that the upcoming quarters could be very difficult for both vendors and customers, due to the current market conditions. PC Shipments Did See a Modest Growth In Q1, Driven By Buyer Interest to Get Protection From the Upcoming Price Hikes The consumer market has been difficult to navigate for the past few months, as shortages of key components like CPUs, GPUs, memory, and SSDs have prompted retailers to hike prices, giving the impression that the shortages have been factored in. However, OEMs have now held off on price hikes […]

Read full article at https://wccftech.com/the-real-test-for-pc-buyers-starts-this-quarter/

While many of us rejoice when gamers get multiple RAM sticks despite ordering a single unit, this has been a nightmare for Amazon retailers, who, interestingly, cannot avoid it. Retailers Are 'Tired' By The Negligence of Amazon's Warehouse Staff, Saying That They Are Dispatching Entire Boxes of Components We have noticed a rather interesting trend among those in the PCMR: those who find it very appealing when Amazon screws up someone's package, ultimately benefiting them. We have reported numerous incidents where a particular buyer orders a unit of a PC component, prominently RAM or SSD, and in return, they manage […]

Read full article at https://wccftech.com/ever-wondered-why-pc-buyers-are-getting-lucky-with-their-amazon-packages-recently-its-a-fiasco-that-has-annoyed-retailers/

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 […]

Read full article at https://wccftech.com/dell-ceo-says-ai-memory-demand-will-explode-to-unimaginable-levels-by-2028/

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 […]

Read full article at https://wccftech.com/ai-giants-are-entering-into-years-long-memory-contracts-proving-to-be-the-best-case-scenario-for-suppliers/

PC manufacturers have started exploring workarounds amid ongoing shortages, and one method is likely to target gamers with more money. The PC Industry Would See a Significant Decline In Budget-Friendly Devices Ahead, Courtesy of Shortages The PC industry has undergone significant changes in the past few months, primarily driven by shortages all across the supply chain. And when we say changes, we mean rising prices across retail markets and BoM for manufacturers, which means that, to prevent gross margins, certain steps must be taken. And, according to a recent Omdia report, the broader PC industry is now gearing up to […]

Read full article at https://wccftech.com/pc-makers-have-apparently-cracked-the-code-on-supply-shortages/

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 […]

Read full article at https://wccftech.com/hyperscalers-are-scratching-their-heads-with-rising-memory-costs/

The memory market has seen a dramatic turn in the past few days, with RAM prices in mainland China now dropping aggressively. DDR5 Pricing Sees a Steady Decline in the Global Market, But It's Not a Sign of the Shortages Ending At All Well, reporting on the memory industry has suddenly become interesting, considering that in the past few months we've been consistently talking about DRAM prices climbing and how, suddenly, major PC parts have started to witness shortages. However, with the release of Google's TurboQuant, the memory industry saw a domino effect, with major suppliers like SK hynix, Samsung, […]

Read full article at https://wccftech.com/ddr5-prices-in-china-face-a-complete-collapse-as-memory-markets-from-shift-from-desperate-scarcity-to-sudden-uncertainty/

DDR5 memory prices have been rising for several months, but our tracking shows a widespread drop this week. DDR5 Memory Prices Have Seen a Significant Drop, Up To $100 Per Kit, But the Discounts Are Limited to a Few Vendors The memory industry is experiencing a 'rollercoaster ride' lately, following the unveiling of Google's TurboQuant compression algorithm, which we'll discuss in a bit. One of the more intriguing signs right now is that DDR5 memory pricing is dropping significantly across multiple US retailers. We have been consistently tracking DDR5 prices for a while now to provide our viewers with memory […]

Read full article at https://wccftech.com/ddr5-prices-just-posted-their-first-drop-in-several-months/

ARM's CEO appears confident in the company's entry into the server CPU segment, claiming that the AGI CPU is designed to counter x86's dominance in the industry. ARM CEO Says Their Newest AGI CPU Won't "Piss Off" Partners Like NVIDIA, But Will Be Troublesome For Intel/AMD ARM made a rather unusual announcement at its recent keynote, where CEO Rene Haas announced a transition from a mere IP company to a compute provider and unveiled its first-ever server CPU, the AGI CPU. ARM's decision has been met with skepticism, but Haas's revenue projections have made everyone happy, since the AGI CPU […]

Read full article at https://wccftech.com/arms-ceo-says-the-agi-cpu-will-bite-into-the-x86-dominance/

The cost of building or buying a PC is set to skyrocket in the coming months, as Asus joins MSI in becoming another major manufacturer to signal incoming price increases. Yi-Hsiang Liao, GM of the Asus Joint Technology Systems Division, confirmed during a recent Zenbook A16 launch event that the company plans to raise prices by up to 30% across its PC lineup starting next quarter. 

As reported by UDN (via Wccftech), the primary driver behind this adjustment is the volatile memory market. Liao provided an example of current inflation, noting that a standard 32GB memory module that cost approximately 3,000 NTD last year is now approaching 20,000 NTD. This is further compounded by a shortage of CPUs from both Intel and AMD, with vendors reportedly struggling to secure enough mainstream and entry-level chips.

The price hike mentioned by Asus's GM is only for the Taiwanese market. However, while Asus has not officially confirmed if these specific price points will translate directly to overseas markets, it is highly unlikely that Western regions will remain insulated, as component costs are rising globally.

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KitGuru says: Consumers are going to have to wrestle with an AI tax on components over the next year and possibly beyond. Eventually, new production lines will be built to satiate the consumer electronics segment, but this is not a quick or easy process, as it can take years to set up suitable chip fabrication facilities. 

ARM made a massive announcement at its ARM Everywhere keynote: according to a new blog post, the firm will sell its own 'AGI CPU' for the first time. ARM's Pivot to Direct Silicon Sales Ends NVIDIA's Dominance Over High-End Server Core IP With agentic AI workloads, CPU has started to become the next bottleneck for hyperscalers, which is why we have seen x86 solutions from Intel/AMD and ARM-based chips from NVIDIA gaining massive adoption among customers. In light of this, ARM has decided to capitalize on the hype by introducing its first-ever chip, called the ARM AGI CPU, marking a […]

Read full article at https://wccftech.com/arm-takes-the-ai-cpu-matters-into-its-own-hands/

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 […]

Read full article at https://wccftech.com/big-tech-is-paying-billions-to-lock-in-memory-supply/

The memory market might be entering a “long winter” for consumers, as SK Group Chairman Chey Tae-won delivered a sobering prevision at Nvidia's GTC 2026. The narrative that high prices are a temporary blip might not be as short-lived as some imagined, as Chey says the current supply-demand gap won't likely close until the turn of the decade. 

According to Korea Times (via TechPowerUP), the chairman said the physics of semiconductor manufacturing is the primary bottleneck. Securing additional wafers and building out cleanroom capacity is a four-to-five-year process, meaning the investments being made today won't bear fruit for the average PC builder until 2030.

While SK Hynix, Samsung, and Micron are all investing in expanding production capacity, the focus has shifted almost entirely to HBM to meet the demand of AI accelerators. Because HBM offers significantly higher margins, the “Big Three” are prioritising HBM over conventional DRAM, creating a secondary shortage that is hitting the consumer market.

Chey went on to say that the business will work to stabilise pricing, noting that Kwak Noh-jung, CEO of SK Hynix, is likely to announce new initiatives in the near future to stabilise DRAM costs.

KitGuru says: The DRAM shortage is going to have a wide impact, hurting everything from PCs and game consoles to mobile phones. 

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 […]

Read full article at https://wccftech.com/samsung-is-luring-customers-with-a-slight-discount-into-five-year-contracts/

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 […]

Read full article at https://wccftech.com/memory-suppliers-are-actually-worried-the-demand-boom-wont-last-too-long/

An Intel executive has reiterated the ongoing shortages in consumer and enterprise CPU supply lines, claiming they are affecting channel partners and AI customers. Intel Is Having a Hard Time Finding a Balance Between Consumer & AI Demand, But We Know Which Segment Will Be Favored Well, if you are still living under a rock, the PC industry is also navigating CPU shortages, alongside GPU and memory shortages. And yet again, the supply constraints are triggered by the sudden interest from the enterprise segment. Intel has been pretty straightforward about the supply chain issues it currently faces, and during an […]

Read full article at https://wccftech.com/intel-executive-warns-cpu-shortage-is-hitting-everyone/

IDC has released its latest report on the PC sector, cutting shipment forecasts by a large margin amid supply chain uncertainties. IDC Revises Global PC Shipments With a Huge 'Double-Digit' Decline, Claiming Recovery Signs Are Currently Too Far The influence of DRAM shortages on the consumer PC segment has become much broader than initially perceived, as securing capacity has become a problem, and manufacturers are now launching product lines ahead of schedule to navigate difficult times. IDC's latest PC market outlook focuses on the industry's state, and according to its latest analysis, PC shipments are expected to decline by 11.3% […]

Read full article at https://wccftech.com/idc-paints-a-doomer-narrative-for-the-pc-industry-as-memory-shortages-make-survival-nearly-impossible/