All articles tagged with #dram shortage
MediaTek, whose smartphone chipsets accounted for about 53% of Q3 2025 revenue, faces a potential hit from a global memory shortage as DRAM and NAND prices surge, threatening SoC shipments even with the Dimensity 9600 on the horizon; competition from Qualcomm and Apple, plus MediaTek’s reliance on ARM-based designs, could pressure pricing and shipments through 2026 if memory constraints persist.
An industry insider claims NVIDIA will prioritize RTX 5060 production (and the 5060 Ti 8 GB) over the rest of the 50‑series, potentially making higher‑end GPUs scarcer and pricier amid DRAM/GDDR7 shortages and broader supply‑chain pressures impacting devices from laptops to consoles.
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.