Memory prices may not fall until 2027, new research warns

digitaltrends - New market research suggests memory prices may not drop even in the second half of 2027, as demand from AI infrastructure continues to strain global DRAM and NAND supply. The post Memory prices may not fall until 2027, new research warns appeared first on…

#ai #semiconductors #chips #business #datacenter #supplychain #pricing #technology #memory

AI servers gobble memory: Counterpoint predicts shortages into 2027

Memory prices may not fall until 2027, new research warns

24 hrs / digitaltrends

“There Is No Scenario Where Memory Prices Will Drop Anytime Soon” Says Counterpoint as Supply Constraints Push Shortages to New Levels

28 hrs / wccftech / Muhammad Zuhair

The Great AI Silicon Shortage

28 hrs / reddit / /u/OutlandishnessOk11


Helium pinch cripples fabs: Qatar shutdown rattles chip supply

Qatar helium shutdown puts chip supply chain on a two-week clock — SK hynix forced to diversify after 30% of global supply removed from the market

22 hrs / reddit / /u/Logical_Welder3467

Qatar helium shutdown puts chip supply chain on a two-week clock — SK hynix forced to diversify after 30% of global supply removed from the market

29 hrs / reddit / /u/LordAlfredo


Investors fret as Micron rides AI memory demand rollercoaster

Micron (MU) Stock Surges Ahead of Wednesday’s Earnings Report as Analysts Boost Targets

12 hrs / parameter / Trader Edge

Micron (MU) Stock: Faces Volatility Amid AI Hype and Oil Surge

12 hrs / parameter / Newton Kitonga


On the ground: IDC warns PC market faces RAM-driven collapse

RAMaggedon: Memory shortages to persist through 2027, IDC warns

10 hrs / dataconomy / Kerem Gülen

IDC Predicts an 11.3 Percent Decline in PC Sales This Year

23 hrs / thurrott / Paul Thurrott

IDC Paints a ‘Doomer Narrative’ for the PC Industry, as Memory Shortages Make Survival “Nearly Impossible”

25 hrs / wccftech / Muhammad Zuhair

RAMaggedon not expected to ease this year as IDC cuts 2026 PC market forecast again

25 hrs / engadget / Anna Washenko

IDC says the era of cheap PCs could be over as memory shortages push prices up

26 hrs / betanews / Wayne Williams


All Other Stories

Memory stocks rebound off last weeks losses

5 hrs / sherwood / Matt Phillips

Gamers’ Worst Nightmares About AI Are Coming True www.wired.com/story/gamers...

6 hrs / bsky / @jenlucpiquant.bsky.social / jenlucpiquant.bsky.social

Micron (MU) Stock Surges 5% Following Bullish Analyst Upgrades Ahead of Q2 Report

6 hrs / parameter / Trader Edge

Thought Qualcomm’s Snapdragon 8 Elite Gen 5 Was Expensive? Current-Generation LPDDR5X & UFS 4.1 Memory Exceed The Flagship SoC’s Cost

6 hrs / wccftech / Omar Sohail

AI chips are pushing everything else off TSMC's most advanced production lines

8 hrs / the-decoder / Maximilian Schreiner

RAM is getting expensive, so squeeze the most from it

8 hrs / theregister / Liam Proven

The RAMpocalypse is a warning for stricter performance KPIs

8 hrs / techzine / Adrian Bridgwater

2026 PC shipment forecast slashed amid memory shortages — IDC says total PC market value to nonetheless increase to $274 billion due to ongoing price hikes

9 hrs / tomshardware

Silicon Power US RMA policy now hedges against AI-driven RAM and SSD shortages — company says it will refund the original purchase price 'if there is a shortage of replacement products'

10 hrs / tomshardware

Gamers’ Worst Nightmares About AI Are Coming True

10 hrs / wired / Helen Vogelsong-Donahue

Back to Top / Thursday, March 12, 2026, 4:21 pm / permalink 20655 / 22 stories in 24 hrs




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