# DRAM
Latest news and articles about DRAM
Total: 21 articles found
Panic at the Hub: Shenzhen’s Memory Market Cracks as Retailers Dump Stock Amidst an AI-Driven Paradox
A sharp price correction in Shenzhen's spot memory market has seen DDR5 prices drop by 30%, driven by cooling consumer demand and panic selling among retailers. Despite this retail slump, industrial contract prices continue to rise as AI server demand monopolizes manufacturing capacity, suggesting a long-term supply shortage that may last until 2027.
The Great Memory Divergence: Consumer DDR5 Prices Crack While AI Demand Keeps Silicon Scarcity Alive
The global consumer market for DDR5 memory has seen its first price decline in eight months, driven by retail overstock and new software efficiencies. Despite this retail correction, high industrial demand for AI-centric HBM ensures that the underlying cost of silicon remains elevated.
The New Silicon Ceiling: Why Memory, Not Power, Has Become the Primary Bottleneck for AI
OpenAI and major chip manufacturers have identified memory chip shortages as the primary constraint on AI expansion, eclipsing previous concerns over energy supplies. The structural deficit in High Bandwidth Memory (HBM) is expected to persist until 2030, driving up prices for both enterprise and consumer electronics.
DDR5 Price Softening Signals a Shift in the Global Memory Cycle
DDR5 memory prices have dropped by 1.29% to an average of $38.167, signaling a normalization of the high-speed DRAM market. This decline, affecting both DDR4 and DDR5, suggests that supply is catching up with demand as the industry moves past early adoption phases.
SK Hynix Signals Long Memory Shortage and Eyes US ADR to Shore Up Supply and Funding
SK Group chairman Chey Tae‑won warned that the global memory chip shortage could last until 2030 and said SK Hynix will strive to stabilise prices. He also revealed the company is considering an ADR issuance in the United States to broaden funding options as it navigates a tight, capital‑intensive market.
SK Group Warns Memory Shortage Could Last to 2030, Raising Stakes for AI Growth
SK Group chairman Chey Tae-won warned at NVIDIA’s GTC that global shortages of memory chips—especially HBM used in AI accelerators—could persist until 2030. He cited systemic production bottlenecks and rising AI demand that will likely keep DRAM, NAND and HBM prices elevated and prompt further investment and strategic moves by chipmakers.
From Overnight Riches to a Margin Squeeze: Why Xiami’s (Xiaomi) Rally Has Turned Into Investor Anxiety
Xiaomi’s early 2026 euphoria has faded as the company faces a squeeze from sharply higher memory-chip prices, intensified domestic competition from Huawei, and softer demand for its EVs and handsets. Multiple brokerages have cut targets and earnings forecasts, and the stock has fallen nearly 47% from recent highs, raising broader questions about margins and strategy.
China Warns: Memory Chip Prices Surge on AI Demand, Forcing Consumer Electronics Price Rises
China’s price‑monitoring arm says DRAM and NAND prices have surged to multi‑year highs since September 2025, driven by explosive AI server demand, strategic capacity shifts by dominant suppliers, rising materials costs and downstream panic buying. The increases are already being passed on to PCs and smartphones and will weigh on manufacturing input prices and some consumer price categories until new capacity comes online.
When Memory Becomes a Bottleneck: How the AI Chip Boom Is Driving Up Car Prices
A surge in DRAM and other memory prices sparked by AI demand and producers shifting capacity away from low‑margin chips has created acute shortages of car‑grade memory. The result is higher component costs for automakers, with some firms seeing DRAM expenses for a single vehicle nearly triple and potential upward pressure on EV prices unless supply rebalances or manufacturers absorb costs.
AI-driven Memory Crunch Set to Shrink Smartphone Shipments and Send DRAM Prices Soaring
A market forecast warns that an AI-driven shortage of DRAM and NAND will depress global smartphone shipments to about 1.1 billion units this year and keep memory tight through 2027. Contract prices for DRAM and NAND are expected to surge sharply, hitting low-margin Android brands hardest while advantaging suppliers and premium device makers.
Memory Shortage Threatens to Shrink Global Smartphone Market — IDC Predicts a 2026 Downturn
IDC has reduced its 2026 smartphone shipment forecast to about 1.1 billion units, warning that a memory chip shortage and steep price rises could drive a record 13% market contraction. The shortage is forcing OEMs to cut low‑end models and push consumers toward higher‑priced devices, a structural shift that IDC expects will persist until at least mid‑2027.
Memory Shortage Could Trigger a 13% Collapse in Smartphone Shipments in 2026, IDC Warns
IDC has cut its 2026 smartphone shipment forecast to about 1.1 billion units, forecasting a roughly 13% decline driven by a memory/storage chip shortage. The disruption favours large OEMs and major memory manufacturers, risks higher prices and delayed product launches, and could lengthen replacement cycles for consumers.