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Memory Shortage

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PS6 Faces a Prolonged Memory Crunch That Could Delay It for a Decade
technology7 days ago

PS6 Faces a Prolonged Memory Crunch That Could Delay It for a Decade

A global memory shortage tied to AI-driven demand could push Sony’s PS6 beyond its 2027 target, with Phison CEO Pua Khein-Seng warning the crunch could last up to 10 years and affect devices from phones to consoles. He argues AI GPUs requiring large SSDs could consume a significant portion of NAND capacity, driving prices higher. Sony says it has secured components through 2026, but the outlook beyond that remains uncertain, leaving a PS6 delay plausible even if some still expect a launch around the current window.

via Push Square|
#memory-shortage#nand-production#ps6
Nvidia Skips New Gaming GPU in 2026 Amid Memory Crunch
technology20 days ago

Nvidia Skips New Gaming GPU in 2026 Amid Memory Crunch

Nvidia is not expected to release a new gaming GPU in 2026, as a worsening memory shortage driven by AI demand forces the company to allocate memory to AI servers and slow production of the GeForce RTX 50 lineup; its planned incremental RTX 50 update (Kicker) has been delayed, delaying the RTX 60 series, though the RTX 5090 remains in high demand. Gaming revenue has shrunk to about 8% of Nvidia’s nine-month revenue to October from 35% in 2022, while AI chips generate higher margins; analysts still rate NVDA as a Strong Buy with a $260 average target.

via TipRanks|
#ai-chips#memory-shortage#nvda
Qualcomm Beats on Q1 But Outlook Clouds QCOM Stock
market-news22 days ago

Qualcomm Beats on Q1 But Outlook Clouds QCOM Stock

Qualcomm topped Q1 with EPS of $3.50 on revenue of $12.25B, but the stock fell as guidance for the next quarter came in below expectations due to memory-chip shortages and weaker smartphone demand, especially in China. The company guided to $2.45–$2.65 per share and $10.2B–$11B in revenue, signaling near-term headwinds despite strong AI data-center chip demand. Investors will parse memory-supply stabilization and handset demand recovery, while Qualcomm emphasizes longer-term growth in automotive and IoT; analysts show a Moderate Buy with upside to roughly $184.67.

via TipRanks|
#earnings#market-news#memory-shortage
Steam Machines Stall on Memory Shortage as Valve Reassesses Pricing
technology22 days ago

Steam Machines Stall on Memory Shortage as Valve Reassesses Pricing

Valve says the Steam Machine and Steam Frame launch timing and pricing are being revisited due to widespread memory and storage shortages, with potential price increases beyond the initial $700–$800 target. While release dates haven’t been ruled out, supply constraints are prompting a delay in concrete pricing. Valve maintains the hardware will support 4K 60 FPS with FSR, and plans to keep SSD/memory upgradeable, plus provide CAD docs for accessories. The memory crunch is also affecting other hardware launches in the industry.

via TechPowerUp|
#memory-shortage#pricing#ram
Valve delays Steam hardware rollout due to RAM shortage and price rethink
technology22 days ago

Valve delays Steam hardware rollout due to RAM shortage and price rethink

Valve says memory and storage shortages are forcing a review of the launch timetable and pricing for the Steam Machine, Steam Frame, and updated Steam Controller. While release dates aren’t officially changed, a concrete price point may be higher than the initial $700–$800 estimates due to RAM/SSD costs amid AI-driven demand. The hardware is still pitched to support 4K60 FPS with FSR, and CAD faceplate specs plus upgradeable SSD/memory are planned to enable third-party accessories.

via TechPowerUp|
#memory-shortage#pricing#steam-frame
Memory-chip squeeze dents Nintendo’s Switch 2 outlook despite profit surge
business23 days ago

Memory-chip squeeze dents Nintendo’s Switch 2 outlook despite profit surge

Nintendo’s shares fell over 10% after quarterly revenue missed estimates as a rare memory-chip shortage raises costs and could squeeze margins, even though profit rose 24% and revenue climbed 86% on solid Switch 2 sales. The company kept its full-year Switch 2 outlook, but investors worry about long-term component costs. With upcoming titles like Mario Tennis Fever and Pokopia and a Super Mario Galaxy movie planned, Nintendo hopes to sustain momentum, though analysts say 2026 could be pivotal for broad Switch appeal.

via CNBC|
#business#memory-shortage#nintendo
RAM crunch prompts Framework to hike desktop PC prices
news1 month ago

RAM crunch prompts Framework to hike desktop PC prices

Framework raised the price of its Desktop PCs in response to the global RAM shortage: the base 32GB RAM Framework Desktop now starts at $1,139 (up from $1,099), the 64GB configuration is $1,639 (up from $1,599), and the 128GB option is $2,459 (up from $1,999). The move follows earlier RAM-module price hikes and underscores widespread memory-cost pressure that suppliers like Raspberry Pi and PC makers warn could last into 2027.

via The Verge|
#desktop-pc#framework#memory-shortage
NVIDIA repositions RTX 50 lineup to 8GB GPUs amid persistent memory crunch
technology1 month ago

NVIDIA repositions RTX 50 lineup to 8GB GPUs amid persistent memory crunch

Industry reports say NVIDIA is shifting RTX 50-series production toward the RTX 5060 and 5060 Ti 8GB cards due to a memory shortage, reducing output of 16GB variants and potentially pushing prices higher across the lineup; top-tier RTX 5090/5080 models are already trading well above MSRP, while NVIDIA hints at reviving older GPUs like the 3060 8GB to meet entry-level demand amid ongoing memory volatility, a situation unlikely to ease until memory production expands in the next few years.

via Wccftech|
#gpu-prices#gpu-supply#memory-shortage
Rising RAM Costs and Chip Shortages Signal Price Hikes in Electronics
technology1 month ago

Rising RAM Costs and Chip Shortages Signal Price Hikes in Electronics

Rising demand for AI and data center memory, especially DDR5 and HBM, has driven up RAM prices globally, leading to a shortage that is expected to impact smartphone costs and configurations in 2026. Manufacturers may reduce RAM in devices, delay high-memory models, or shift focus to storage, resulting in higher prices and potentially lower performance options for consumers. The supply constraints are unlikely to ease until at least 2027, influencing the smartphone market significantly.

via Android Authority|
#2026-smartphone-market#ai-demand#memory-shortage