Manufacturers reportedly delaying launch of new memory modules due to massive price crunch — products slated for 4Q25 now expected to arrive in 2026

Due to a significant surge in memory prices driven by high demand for memory chips in AI infrastructure, memory module manufacturers are delaying the launch of new memory kits originally set for late 2025 to 2026. This delay is to assess the impact of the supply crunch on memory pricing. The shortage is expected to extend into 2027, affecting not only memory modules but also GPUs and smartphones due to skyrocketing memory costs. Manufacturers are converting DRAM production to HBM to meet AI industry demand, potentially leading to shortages in storage drives like SSDs and memory cards. The semiconductor industry's volatility is hindering new fab construction to increase output, as companies are cautious about investing in facilities amid uncertainties like the AI bubble.