Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4, DDR5 chips and modules continue climbing daily, though gains have eased slightly. Kingston, the top module supplier, implemented substantial DRAM price hikes this week, with overall spot prices showing no signs of...
News
At its December 18 earnings call, Micron reportedly acknowledged that it is currently able to meet only around 55%–60% of core customer demand, while warning that the memory supply crunch is likely to persist beyond 2026. Here’s a closer look at the factors driving the tight supply, the ripple e...
News
Amid tight supply across both mainstream products and high-end memory such as HBM, Micron sailed through its latest earnings call, posting record results across the board. The company said its 1QFY26 (ended November 27) total revenue—spanning DRAM, NAND, HBM, data center, and every business unit...
News
Amid a global memory price surge driven by tight supply, another major module maker is warning of imminent price hikes. Citing remarks from Kingston Datacenter SSD Business Manager Cameron Crandall, Tom’s Hardware and TechPowerUp report that NAND prices—already up 246% since 1Q25—are likely to...
News
As memory prices soar, Dell is reportedly set to lead the wave of PC price hikes, raising prices across its commercial lines starting December 17. Commercial Times reports that Taiwan’s Acer and ASUS both acknowledged that passing on soaring memory costs has become an industry-wide consensus, and ...