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Acer Japan Confirms PC Price Revisions Starting February 20 as DRAM and SSD Costs Keep Climbing
Hardware Angel Morales 2/17/26 Hardware Angel Morales 2/17/26

Acer Japan Confirms PC Price Revisions Starting February 20 as DRAM and SSD Costs Keep Climbing

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CXMT and YMTC Reportedly Removed From Pentagon Section 1260H List
Semiconductor, Hardware Angel Morales 2/17/26 Semiconductor, Hardware Angel Morales 2/17/26

CXMT and YMTC Reportedly Removed From Pentagon Section 1260H List

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Even China’s Largest Chip Company SMIC Warns DRAM Shortages Are Forcing Customers to Rethink Chip Orders
Semiconductor, Hardware Angel Morales 2/16/26 Semiconductor, Hardware Angel Morales 2/16/26

Even China’s Largest Chip Company SMIC Warns DRAM Shortages Are Forcing Customers to Rethink Chip Orders

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HP Responds to DRAM Shortages by Pitching a Monthly OMEN Laptop Rental Plan That You Never Own
Hardware Angel Morales 2/13/26 Hardware Angel Morales 2/13/26

HP Responds to DRAM Shortages by Pitching a Monthly OMEN Laptop Rental Plan That You Never Own

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China’s Top DRAM Maker CXMT Reportedly Shifts 20% of Output Toward HBM3, Signaling a Bigger AI First Pivot and Less Relief for Gamer Memory Pricing
Semiconductor Angel Morales 2/12/26 Semiconductor Angel Morales 2/12/26

China’s Top DRAM Maker CXMT Reportedly Shifts 20% of Output Toward HBM3, Signaling a Bigger AI First Pivot and Less Relief for Gamer Memory Pricing

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PC and Server Memory Plus NAND Prices Surge Over 90% in Q1 2026, With Counterpoint Pointing to Additional Q2 Hikes
Hardware Angel Morales 2/9/26 Hardware Angel Morales 2/9/26

PC and Server Memory Plus NAND Prices Surge Over 90% in Q1 2026, With Counterpoint Pointing to Additional Q2 Hikes

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Intel and SoftBank SAIMEMORY Team Up on Z Angle Memory as Team Blue Eyes a Return to Next Generation DRAM Innovation
Semiconductor Angel Morales 2/5/26 Semiconductor Angel Morales 2/5/26

Intel and SoftBank SAIMEMORY Team Up on Z Angle Memory as Team Blue Eyes a Return to Next Generation DRAM Innovation

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DRAM Prices Could Nearly Double in Q1 2026 as Hyperscalers Lock in Server Allocations and Suppliers Push Aggressive Contract Hikes
Hardware Angel Morales 2/4/26 Hardware Angel Morales 2/4/26

DRAM Prices Could Nearly Double in Q1 2026 as Hyperscalers Lock in Server Allocations and Suppliers Push Aggressive Contract Hikes

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Samsung Related Distributors Allegedly Signal Up To 80% Memory Price Hike as Supply Discipline Tightens
Hardware Angel Morales 1/23/26 Hardware Angel Morales 1/23/26

Samsung Related Distributors Allegedly Signal Up To 80% Memory Price Hike as Supply Discipline Tightens

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Samsung and SK hynix Could Face New United States Memory Tariffs
Semiconductor, Hardware Angel Morales 1/19/26 Semiconductor, Hardware Angel Morales 1/19/26

Samsung and SK hynix Could Face New United States Memory Tariffs

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Micron’s 1.8 Billion Dollar PSMC Deal Could Add Up to 15 Percent More DRAM Output, But Relief Still Looks Like a 2027 Story
Semiconductor Angel Morales 1/19/26 Semiconductor Angel Morales 1/19/26

Micron’s 1.8 Billion Dollar PSMC Deal Could Add Up to 15 Percent More DRAM Output, But Relief Still Looks Like a 2027 Story

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Samsung DRAM Output Growth Looks Capped at 5% in 2026, Setting Up a Longer Consumer Memory Squeeze
Hardware Angel Morales 1/19/26 Hardware Angel Morales 1/19/26

Samsung DRAM Output Growth Looks Capped at 5% in 2026, Setting Up a Longer Consumer Memory Squeeze

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AMD Asserts Its Strategy Is To Keep GPU Prices As Low As Possible Amid The Ongoing DRAM Shortage
Hardware Angel Morales 1/19/26 Hardware Angel Morales 1/19/26

AMD Asserts Its Strategy Is To Keep GPU Prices As Low As Possible Amid The Ongoing DRAM Shortage

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RAM Shortages Are So Extreme Thieves Are Now Pulling Memory Modules Out Of PCs Instead Of Taking The Whole System
Hardware Angel Morales 1/15/26 Hardware Angel Morales 1/15/26

RAM Shortages Are So Extreme Thieves Are Now Pulling Memory Modules Out Of PCs Instead Of Taking The Whole System

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NVIDIA GeForce RTX 50 SUPER Rumor Points to AI Prioritization, DRAM Pressure, and a Quiet Competitive Window
Hardware Angel Morales 1/12/26 Hardware Angel Morales 1/12/26

NVIDIA GeForce RTX 50 SUPER Rumor Points to AI Prioritization, DRAM Pressure, and a Quiet Competitive Window

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NVIDIA Says It Is Well Positioned For The DRAM Supercycle, But Gaming GPUs Could Still Get Squeezed By Memory Shortages
CES 2025, AI Angel Morales 1/7/26 CES 2025, AI Angel Morales 1/7/26

NVIDIA Says It Is Well Positioned For The DRAM Supercycle, But Gaming GPUs Could Still Get Squeezed By Memory Shortages

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No One Can Escape Memory Shortages Says Samsung Co CEO TM Roh as Price Pressure Spreads From Phones to TVs and Appliances
Semiconductor Angel Morales 1/6/26 Semiconductor Angel Morales 1/6/26

No One Can Escape Memory Shortages Says Samsung Co CEO TM Roh as Price Pressure Spreads From Phones to TVs and Appliances

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PC Manufacturers Rush to Secure Supply as DRAM Contract Prices Signal Higher PC Pricing in Q1 2026
Hardware Angel Morales 1/5/26 Hardware Angel Morales 1/5/26

PC Manufacturers Rush to Secure Supply as DRAM Contract Prices Signal Higher PC Pricing in Q1 2026

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ASUS Confirms Price Adjustments for Select Product Bundles Starting January 5, 2026
Hardware Angel Morales 1/2/26 Hardware Angel Morales 1/2/26

ASUS Confirms Price Adjustments for Select Product Bundles Starting January 5, 2026

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Memory Suppliers Are Reportedly Cherry Picking Customers as DRAM Long Term Allocations Concentrate Around Top OEMs
Hardware Angel Morales 1/2/26 Hardware Angel Morales 1/2/26

Memory Suppliers Are Reportedly Cherry Picking Customers as DRAM Long Term Allocations Concentrate Around Top OEMs

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