The ongoing DRAM shortage is expected to cause delays in product launches for major brands like HP and Lenovo, with potential price hikes and downsizing in the premium laptop segment, just ahead of CES 2026.
Apple faces a 230% increase in the cost of 12GB LPDDR5X RAM chips due to a global DRAM shortage, which could impact future iPhone pricing and supply chain strategies. The company has secured large shipments beforehand and is exploring countermeasures, but the shortage is expected to persist until late 2027.
G.Skill announced a sharp increase in memory prices due to global supply constraints and high demand from the AI industry, reflecting widespread industry volatility and rising component costs, which are expected to impact consumer prices and market dynamics.