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The Latest Breaking News from Trendforce

Dell and Lenovo set to increase server and PC costs by as much as 15% as soon as this month, according to industry sources — DRAM and AI demand create tight market for businesses and consumers

Artificial intelligence has seemingly put the entire PC industry in a chokehold, with even large manufacturers like Lenovo and Dell at the mercy of drying production lines. Lenovo has reportedly warned its clients to book orders before the next price hike on New Year's, while Dell is already considering a…

Tom’s Hardware

It's not just RAM—SSDs could soon cost way more too, and it's all downhill from here

Throw the GPUs in there too, why don't you?

PC Gamer

NAND wafer shortages push November contract prices up by over 60% — market tightens as hyperscalers purchase capacity for AI data centers

TrendForce reported on December 1 that NAND Flash wafer supply tightened sharply in November as AI workloads and enterprise SSD orders continued to drive sustained demand.

Tom’s Hardware

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PC and smartphone markets forecast to shrink in 2026 due to higher prices as memory supply crisis escalates and threatens to spoil Black Friday for PC fans

Get your PC purchases in ASAP, peeps.

PC Gamer

OLED PC monitor sales are booming, up 65% on last year with Asus leading the charge

Fancy an OLED monitor this Black Friday?

PC Gamer

The world is overly reliant on one US-located mine for critical chipmaking material, but China is working to break the stranglehold — China investing over $14 million in synthetic quartz manufacturing to diversify away from US dependency

High-purity quartz is crucial for semiconductor manufacturing, and you can only get it naturally from the mine in North Carolina.

Tom’s Hardware

Explainer: This is why memory and storage is so expensive (of course it's AI) and why PC gaming hardware prices are only going to keep rising, even probably for GPUs

Here's all we know about skyrocketing memory prices and what's causing it.

PC Gamer

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Nvidia wants 10Gbps HBM4 to blunt AMD’s MI450, report claims — company said to be pushing suppliers for more bandwidth

Nvidia is reportedly pressing its memory vendors to push beyond JEDEC’s official HBM4 baseline, reportedly requesting 10Gb/s-per-pin stacks for its 2026 Vera Rubin platform.

Tom’s Hardware

Surging AI demand for HDDs means that you may have to wait up to a year for 32+ TB hard disk drives, warns research - and yes, prices are also going up

AI growth pressures storage markets as 32TB and larger HDDs face year-long waits, shipping delays, and rising prices.

TechRadar

NAND and DRAM prices surge by up to 20% — contract price increases driven by AI demands and tight supply

Contract prices for both NAND and DRAM have jumped by an estimated 15-20% in the fourth quarter of 2025, according to numbers published by DigiTimes on September 17.

Tom’s Hardware

AI cloud companies have guzzled up so much HDD storage that they might be coming for our SSDs next

*Smiles nervously*.

PC Gamer

Expect HDD, SSD shortages as AI rewrites the rules of storage hierarchy — multiple companies announce price hikes, too

The computing market is absolutely ablaze with growth, and what's driving it is AI, of course. The most common headlines on this topic tend to revolve around GPUs, but the storage market is under heavy pressure as well — especially hard drive vendors who purportedly haven't done much to increase…

Tom’s Hardware

Another iPhone 17 price leak has appeared – and it's not good news ahead of Tuesday's Apple event

Most iPhone 17 models are likely to cost more, but RAM and storage options are getting boosts too.

TechRadar

iPhone 17 price rumors — here's what you could pay for all four models

There could be a serious price hike

Tom’s Guide

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PC Gamer

TSMC hits record 70% foundry market share, making a synapse singeing $30.24 billion in revenue last quarter alone

AI GPUs and data centre servers continue to be massive business.

TechRadar

Rising prices of DDR4, DDR5, GDDR6 RAM set to cause havoc on PC, smartphone and GPU prices - and no, AI is not the one to be blamed

RAM prices rising massively across DDR4, DDR5, GDDR6 and LPDDR5X segments.

Tom’s Hardware

DRAM prices are about to skyrocket — DDR4 and GDDR6 among formats that could increase in price by up to 45%

DRAM prices are set to rise sharply in Q3 2025, with legacy memory types like DDR4, LPDDR4X, and GDDR6 seeing the steepest increases of up to 45% due to supply cuts and phase-outs. The effect of U.S. tariffs on memory imports from Japan and South Korea is still to be…

Tom’s Hardware

Samsung delays $44 billion Texas chip fab — sources say completion halted because 'there are no customers'

Sources cite that Samsung is delaying the launch of its Taylor, Texas, fab because the site lacks customers for its 4nm-class chip output.

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news in one place.

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TechRadar

Nvidia will sell a special version of its most powerful GPU to China to skirt around US export restrictions, but that won't be enough

Nvidia’s RTX Pro 6000 China edition sidesteps US restrictions with GDDR7, offering lower performance, but enough power for AI at scale and rising demand.

Tom’s Hardware

Nvidia earned nearly as much as its next 9 fabless rivals combined last year

Nvidia led the semiconductor industry in 2024 with $124.3 billion in revenue, driving AI-fueled growth that pushed the top 10 fabless chipmakers’ earnings to $249.8 billion, up 49% year-over-year.

Tom’s Hardware

The NAND market faced a 6.2% revenue loss in Q4 24 — forecast projects a further 20% hit in Q1 25

TrendForce reports that the NAND flash industry suffered a 6% revenue drop in Q4 24 and is expected to plummet by 20% further in Q1 25.

PC Gamer

Black Myth: Wukong said to single-handedly boost monitor sales in 2024 as gamers predicted to buy 2.8 million OLED monitors in 2025

2025 expected to be another big year for OLED gaming.

Tom’s Hardware

Samsung to cut foundry investment in half, to $3.5B, says report — Rivals expected to invest more

Unlike industry peers, Samsung Foundry reportedly intends to cut down spending on contract chipmaking unit.

International Business Times

Samsung Warns Fourth-quarter Profit To Miss Forecasts

South Korea's Samsung Electronics said Wednesday it expected fourth-quarter profits to fall sharply from the previous quarter and miss forecasts as it struggled to meet robust demand for chips used in artificial intelligence servers.

Tom’s Hardware

DRAM prices expected to decline in early 2025 impacting PC, server, and GPU VRAM markets

PC RAM prices are expected to go down by 8-10% while memory used for GPUs will also see a price cut of about 5-10%

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