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The Latest Breaking News from Trendforce

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.

Tom’s Hardware

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.

Windows Central

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'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.

TechRadar

DRAM prices set to almost double by March 2026, and yes, we all have our AI overlords to thank for that wonderful news

AI-driven data center demand has intensified DDR5 DRAM prices, while server memory prioritization reduces availability for PC-focused products globally.

TechRadar

PC sales set for a 2026 downturn as memory demand hits other devices

Industry analysts agree: PC prices are rising. Upgrade your PC now or you'll either be faced with a higher bill or poorer specs in the future.

TechRadar

Bye Bye MLC: QLC and TLC to be dominant SSD technologies amidst AI's ravenous appetite for NAND — and PLC won't probably happen till the era of Petabyte SSDs

TrendForce shows MLC NAND retreating while TLC and QLC dominate SSDs, driven by AI workloads, data growth, and supplier strategy.

TechRadar

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2026 could well be the year of the $500 32GB DDR5 memory module — experts predict DDR will go up by 60% in Q1 2026 alone

2026 could see 32GB DDR5 memory costing $500 as analysts warn of steep DRAM price rises driven by server demand.

TechRadar

Samsung Electronics Q4 Profit Triples on AI Memory Prices—Why Jobs Are Now at Risk

Samsung announced a projection of consolidated operating profit surge of 3x in Q4 of 2026 driven mainly by AI memory price surge. What does this mean for jobs?

International Business Times UK

Why SanDisk Just Had One of the Biggest Days in Its History

See what NVIDIA CEO Jensen Huang said about the artificial intelligence data storage market that led SanDisk shares to soar 27%.

MarketBeat

We have more rumored details for Apple's cheaper MacBook – and it could be out soon

Apple is ready to introduce its cheaper MacBook to the world, according to a new analyst report.

TechRadar

Asus confirms price hikes just days ahead of CES 2026 — what you need to know

Asus has announced that price hikes will come into effect from January 5, right before CES 2026.

Tom’s Guide

Is 8GB of RAM enough for a laptop in 2026?

RAMageddon in 2026? There are dire predictions for laptops regarding the memory crisis, and we could see a lot more 8GB notebooks.

TechRadar

Asus announces product price hikes starting January 5, and AI is to blame — RAM and storage cost pressure cited as main trigger for pricing increases

Asus says that it will increase prices on several product lines starting January 5, as prices for memory and storage components continue to rise. TrendForce estimates that laptop shipments could shrink by as much as 10.1% due to the memory shortage.

Tom’s Hardware

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Tom’s Guide

RAM price crisis LIVE — all the latest updates on price surges, global memory shortage, expert advice and more

Here's everything you need to know about the ongoing RAM price crisis, along with the latest updates and our expert advice on current prices on phones, tablets, laptops and more.

PC Gamer

OLED monitors are starting to get their flowers, as 2025 marks a 65% increase in shipments

Hopefully, that comes with even more competition in the OLED market.

TechRadar

The RAM crisis will be a disaster for gaming laptops — here’s why

Gaming laptops and pre-built systems are in trouble, as we may see more 8GB configurations as a result of RAM price hikes.

TechRadar

The RAM crisis will see smartphone specs go backwards in 2026, experts warn – here's why

Thanks to rising RAM prices, phone makers might choose to equip their upcoming handsets with less of it.

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Tom’s Guide

RAMageddon is finally coming for your smartphones and laptops according to new report

A new analyst report indicates that smartphone and laptop makers are starting to feel the crunch of the RAM crisis, which could lead to higher prices and worse specs.

Windows Central

What's going on with RAM? — Everything you need to know about surging prices, AI demand, and global tech market disruption

RAM prices have skyrocketed, and it doesn't seem like they're going to come down anytime soon. This could have lasting effects on the tech market as a whole, and it could last for years. I explain.

Tom’s Guide

RAMageddon: Lenovo and Dell tipped to raise prices soon

As the RAM crisis worsens,major PC makers Dell, HP and Lenovo are prepping customers for price hikes.

Tom’s Hardware

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…

PC Gamer

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?

Tom’s Hardware

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.

PC Gamer

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.

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