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Articles tagged with "RAM, AI, Hardware"

The RAM shortage’s silver lining: Less talk about “AI PCs”

The RAM shortage’s silver lining: Less talk about “AI PCs”

The RAM shortage, driven by increased demand from data centers due to the AI boom, has caused prices to surge, impacting PC buyers and builders. Analysts predict a 40-70% rise in mainstream PC memory and storage costs by 2025, leading to potential price hikes and lower memory specs in PCs. Despite a growth in global PC shipments in 2025, analysts anticipate a more turbulent market in 2026 due to the ongoing RAM shortage. Vendors are expected to raise prices and focus on midrange and premium systems to counter the impact of higher component costs.

Ars Technica•
AI-led DRAM supply crunch reportedly has Morgan Stanley downgrading major OEMs — skyrocketing memory prices could erode server and PC margins

AI-led DRAM supply crunch reportedly has Morgan Stanley downgrading major OEMs — skyrocketing memory prices could erode server and PC margins

The article discusses how the AI-led DRAM supply shortage is causing Morgan Stanley to downgrade major OEMs, potentially leading to higher memory prices that could impact server and PC margins for years. The shortage has resulted in skyrocketing memory prices, prompting panic-buying among manufacturers while memory chipmakers profit. Morgan Stanley has revised stock ratings and price targets for companies like Dell, HP, and Asus due to the DRAM crisis. Apple remains rated positively due to strategic planning and securing DRAM supply beforehand. The article suggests that OEMs may absorb some of the DRAM cost to maintain margins, indicating the severity of the crisis.

Tom's Hardware•
Bewildered enthusiasts decry memory price increases of 100% or more — the AI RAM squeeze is finally starting to hit PC builders where it hurts

Bewildered enthusiasts decry memory price increases of 100% or more — the AI RAM squeeze is finally starting to hit PC builders where it hurts

Due to a global surge in AI demand affecting NAND and DRAM supplies, PC builders are experiencing significant RAM price increases of 100% or more. Reports from Tom's Hardware and price-tracking services like PCPartPicker confirm the sharp rise in RAM prices, with some users noting a 171.8% year-over-year increase. Consumers worldwide, including in the U.S., Europe, and Canada, are facing these price hikes, impacting both DIY builders and mini PC manufacturers like Minisforum. The shortage is attributed to AI demand and could potentially last for years, leading to concerns about the future availability and affordability of memory components.

Tom's Hardware•
DRAM prices skyrocket 171% year-over-year, outpacing the rate of gold price increases — AI demand drives massive price hikes as shortage takes hold

DRAM prices skyrocket 171% year-over-year, outpacing the rate of gold price increases — AI demand drives massive price hikes as shortage takes hold

DRAM prices have surged by 171.8% year-over-year due to high demand from the AI sector, surpassing even gold price increases. The ADATA chairman predicts a bullish market for DRAM in Q4 2025, with severe shortages expected in 2026. Memory price hikes have been consistent throughout 2025, impacting various memory types including DDR5. The industry shift towards datacenter-focused memory is leading to less production of consumer-focused memory, causing prices to rise across the board. This trend is expected to continue for several years, affecting not only DRAM but also NAND flash and hard drive prices.

Tom's Hardware•

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