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The Latest Breaking News from Trendforce

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.

Tom’s Guide

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.

Windows Central

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 Guide

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read the most diverse news in one place.

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

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

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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: The RAMpocalypse is making memory, SSDs, and even GPUs much more expensive, and it's all down to AI

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

PC Gamer

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

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Tom’s Hardware

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…

TechRadar

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.

Tom’s Guide

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

There could be a serious price hike

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.

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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.

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.

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