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The Latest Breaking News from Trendforce

Memory price surge begins to cool as consumers hit affordability limit — AI demand still keeps DRAM and NAND prices climbing through Q3 2026

TrendForce says DRAM and NAND prices will continue to rise through Q3 2026, but AI-driven gains are slowing as PC and smartphone makers reach their affordability limits.

Tom’s Hardware

Price of 25-year-old DDR2 memory set to more than double — thanks to AI-driven RAM-armageddon

AI infrastructure demand is consuming advanced DRAM supply, pushing prices sharply higher across DDR4, DDR3, and even 25-year-old DDR2 memory generations.

TechRadar

DDR3 RAM should be dirt cheap in 2026, but the market has other ideas — here’s what’s going on

DDR3 RAM prices continue to rise in 2026 alongside DDR4 and DDR5, and the reason why is a bit more involved than simple trickle-down effects. Here's a look at the cause and effect behind the old memory's resurgence.

Windows Central

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OLED gaming monitor sales are booming as shipments increase 78% in the first quarter of 2026

Samsung seems to be flooding the market with QD-OLED panels.

PC Gamer

South Korean labour minister to mediate talks as Samsung faces strike threat

South Korea's labour minister will personally mediate talks between ‌Samsung ⁠Electronics and ‌its South Korean ⁠union, the ministry announced Thursday after the union threatened a strike following the collapse of talks on bonus payouts.

France 24

Record-high pricing pushes SSD and memory makers to borrow $880 million just to afford buying chips — Adata, TeamGroup, and others take on substantial debt to survive shortages

Adata is the largest single borrower in the group, having completed a NT$2 billion convertible bond issuance and secured NT$12 billion in bank loans.

Tom’s Hardware

'Price increase of at least 10%' rumored for SSDs — but fresh CPU price hikes could be much worse

Think SSDs are way too pricey? Rumor suggests storage will soon be more expensive, sadly.

TechRadar

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iPhone Fold report reveals this is how Apple is killing the crease

A new report claims to know how the Apple will get rid of the crease in the iPhone Fold.

Tom’s Guide

These are the 3 Biggest AI Winners and Losers of 2026

From down more than 50% to quadruple baggers, these are the biggest artificial intelligence winners and losers so far in 2026.

MarketBeat

TurboQuant isn't the RAM crisis savior you're hoping for, analysts say — as memory prices continue to look bleak

Where are we now with the RAM crisis? It's still bleak, despite some positive glimmers of late — and I wouldn't rely on TurboQuant to save the day.

TechRadar

'Up to 75% higher': Experts say your next SSD or memory upgrade will get a lot more expensive — and I fear the Iran war will make it even worse

Memory and storage costs are rising sharply due to AI demand, limited production, and tight allocation across multiple product segments.

TechRadar

DRAM prices predicted to jump 63% in Q2, NAND up to 75% — follows 95% jumps in Q1, Trendforce says AI server demand keeps supply tight

Conventional DRAM contract prices will rise 58% to 63% quarter-over-quarter in Q2 2026, while NAND Flash contract prices will jump 70% to 75% QoQ.

Tom’s Hardware

Trendforce says DDR5 RAM kit prices have fallen 'sharply' in US, Europe and China but that contract memory prices 'remain stable'

We're not seeing much evidence of cheaper DDR5 kits ourselves, though.

PC Gamer

'DDR5 retail prices pullback amid market correction': TrendForce report sparks hope that we might be turning a corner in the RAM crisis

Report even hints at 'DDR5 16GB module prices potentially normalizing by end-2026' — but I really wouldn't get carried away with that idea.

TechRadar

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PC Gamer

Say what you want about burn-in, sales of OLED PC monitors surged by 92% in 2025

Go for the burn!

Tom’s Hardware

OLED monitor sales surged 92% in 2025 — Asus led with 2.7 million units shipped as gamer-friendly panel tech goes mainstream

Gamers are finally buying OLEDs thanks to bumps in durability and brightness as well as drops in prices.

TechRadar

Notebook prices could be set to soar — and no, it's not the Apple MacBook Neo's fault, but those pesky RAM and CPU price rises again

Rising RAM prices, CPU cost increases, and tighter chip supply could push mainstream notebook prices nearly 40% higher.

Tom’s Hardware

Seagate CCO says storage price hikes are ‘the new normal’ — demand enters an unprecedented ‘supercycle’ driven by AI growth

Seagate CCO Ban-Seng Teh said this week that memory price hikes are "the new normal" for the storage industry, describing current market conditions as a supercycle driven by AI data center demand that shows no sign of following historical patterns of recovery.

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PC Gamer

As if PC hardware news couldn't get any gloomier, one research report suggests mainstream laptop prices could rise by as much as 40%

And it's because CPUs are getting more expensive, too.

Tom’s Hardware

Laptop prices expected to soar by around 40% as AI crunch takes hold — analyst says rising mainstream models priced at $900 could hit more than $1,200 due to rising memory, storage, and CPU costs

Industry analyst outfit TrendForce estimates that midrange laptops will increase their retail prices by about 40% due to increasing RAM, SSD, and CPU costs.

Tom’s Hardware

Apple pulls $4,000 512GB Mac Studio upgrade option as AI RAM squeeze continues, raises 256GB upgrade price — M3 256GB upgrade now costs $2,000

The 512GB option, which was exclusive to the M3 Ultra chip and previously cost $4,000, no longer appears on Apple's configuration page.

Tom’s Hardware

Spiralling memory spot prices could trigger 'industry cycle collapse,' report warns — NAND wafer costs surge 25% in a single month

DDR5 16G (2Gx8) chips averaged $39, up 7.4% month-over-month, while 1Tb TLC flash wafers jumped 25% to $25.

Tom’s Hardware

AI infrastructure surge begins squeezing Apple’s component costs — company considering supplier other than TSMC for lower-end chips, report claims

Apple is beginning to feel the downstream effects of the AI infrastructure boom, as surging demand for data center hardware pushes up component costs and weakens its leverage.

Windows Central

AI-driven RAM shortages threaten more than just the PC market — datacenters expected to consume 70% of global memory in 2026

A recent Wall Street Journal report details how there's no end in sight for the ongoing DRAM shortage, which will affect a lot more than just the PC market.

TechRadar

'Sharp, irreversible hikes': Think RAM price surges are bad? Analysts say AI will cause SSDs' NAND components to shoot up in price permanently - with no ceiling in sight

TrendForce forecasts suggest NAND pricing pressures are structural, supported by constrained supply and sustained SSD demand from data centers.

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