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ASUS Signals Sharp PC Price Increases as Memory Shortages Finally Burn Through Vendor Stockpiles
Hardware Angel Morales 3/25/26 Hardware Angel Morales 3/25/26

ASUS Signals Sharp PC Price Increases as Memory Shortages Finally Burn Through Vendor Stockpiles

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Big Tech Is Locking In Memory for Years, and That Could Keep the Shortage Alive Much Longer Than Expected
Semiconductor, News Angel Morales 3/23/26 Semiconductor, News Angel Morales 3/23/26

Big Tech Is Locking In Memory for Years, and That Could Keep the Shortage Alive Much Longer Than Expected

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Samsung Pushes 3 to 5 Year Memory Contracts With Small Discounts as It Tries to Extend the AI DRAM Boom
Semiconductor, Hardware Angel Morales 3/19/26 Semiconductor, Hardware Angel Morales 3/19/26

Samsung Pushes 3 to 5 Year Memory Contracts With Small Discounts as It Tries to Extend the AI DRAM Boom

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IDC Slashes 2026 PC Outlook to an 11.3% Shipment Decline as Memory Shortages Stretch Into 2027
Hardware Angel Morales 3/14/26 Hardware Angel Morales 3/14/26

IDC Slashes 2026 PC Outlook to an 11.3% Shipment Decline as Memory Shortages Stretch Into 2027

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Memory Shortages Could Last Into H2 2027 as AI Demand Keeps Tightening DRAM Supply
Semiconductor, Hardware Angel Morales 3/13/26 Semiconductor, Hardware Angel Morales 3/13/26

Memory Shortages Could Last Into H2 2027 as AI Demand Keeps Tightening DRAM Supply

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SK hynix Unveils 1c LPDDR6 With 16Gb Density, 10.7 Gbps Speeds, and More Than 20% Lower Power
Semiconductor, News Angel Morales 3/10/26 Semiconductor, News Angel Morales 3/10/26

SK hynix Unveils 1c LPDDR6 With 16Gb Density, 10.7 Gbps Speeds, and More Than 20% Lower Power

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Samsung and SK hynix Q2 DRAM Quotes Reportedly Spike So Hard That Some Buyers Are Considering Walking Away
Semiconductor, Hardware Angel Morales 3/2/26 Semiconductor, Hardware Angel Morales 3/2/26

Samsung and SK hynix Q2 DRAM Quotes Reportedly Spike So Hard That Some Buyers Are Considering Walking Away

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Report Says Japan Incentives Can Cut Memory Fab Total Cost of Ownership by More Than 50 Percent, But Politics Keep Samsung and SK hynix Cautious
Semiconductor Angel Morales 2/24/26 Semiconductor Angel Morales 2/24/26

Report Says Japan Incentives Can Cut Memory Fab Total Cost of Ownership by More Than 50 Percent, But Politics Keep Samsung and SK hynix Cautious

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Samsung Reclaims DRAM Crown, Omdia Puts Market Share Back Ahead of SK hynix on HBM Momentum
Hardware, Semiconductor Angel Morales 2/24/26 Hardware, Semiconductor Angel Morales 2/24/26

Samsung Reclaims DRAM Crown, Omdia Puts Market Share Back Ahead of SK hynix on HBM Momentum

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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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