RAM Market Struggles as AI Demand and Supply Chain Issues Take Toll
Generative AI demand has reduced consumer RAM availability as manufacturers shift to AI-focused high-bandwidth memory.
Retail data show 16GB TeamGroup T-Force Delta sticks costing ~$460, with some customers receiving cheaper lighting kits instead of expensive DDR5 kits.
IDC warns major PC OEMs like Dell, Lenovo, HP, Asus, and Acer will raise prices, possibly leading to 8% PC sales drop next year if DRAM shortages persist.
Micron forecasts $18.7 billion Q2 revenue and new memory facilities in 2026-2027, while Hynix predicts supply issues through 2027.
2 weeks ago