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DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

It’s tempting to cash in on some spare rigs / ram I have right now but I sure as heck don’t want to pay current prices to replace anything if something breaks… Mining was bad enough but the memory and storage situation right now is insanity.
 
Epyon said:
No one gives a shit about intel.
Click to expand...
Why is there no dislike button. lol
Actually, I'm a fan of Intel, Nvidia, Kingston RAM, WD Blue SSDs, Corsair PSUs and Thermalright heatsinks. (But I might be flexible on cases like Cooler Master, Antec, Thermaltake, Corsair etc. I never bought Lian Li nor MSI cases but some of those look nice.) EDIT: I forgot lol it was Thermalright for the heatinsks, not Thermaltake. Also, the WD SN580 has high temperatures.
 
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erek said:
why not
Click to expand...
13900k screwing and i was one of them and for months was wondering and dealing with crash after crash after crash when trying to play any game or do any video encoding. Gaming is meh (last time i checked) and nothing beats V-cache...The fact that with a amd board you can upgrade for years.

I went with the 285 Non K in my falcon Northwest build only because they did not have any good amd offerings. BUT when i get home in about a month I am going to make my backup computer my main computer as it has 192gb of ram and i will upgrade the cpu from a 7950x to the newest V-cache
 
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"Shopper scores $1,000 in PC hardware for just $86 in a shocking pricing glitch — Newegg shrugs off massive loss and responds with a thumbs-up emoji​

The spoils include a Ryzen 5 7600X CPU, B850 motherboard, 32GB DDR5-6000 RAM, and a 240mm AIO liquid cooler."

https://www.tomshardware.com/pc-com...sive-loss-and-responds-with-a-thumbs-up-emoji

1773549475153.png


​

 
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“HP Enterprise confirms memory shortage will last longer than expected​


Quick Read​

  • A memory shortage confirmed by HPE and Micron is driving extended demand through 2027, creating investment opportunities in semiconductor equipment makers like Applied Materials, Lam Research, and KLA that benefit from capacity buildout without direct exposure to commodity memory pricing.
"I keep thinking this has got to end, but we got confirmation this week from HP Enterprise that it's going to go on for much longer than people think." That's Jim Cramer, and the "it" he's referring to is the global memory shortage that has quietly become one of the most consequential supply stories in tech investing right now.

Hewlett Packard Enterprise (HPE)​

The confirmation came from Hewlett Packard Enterprise (NYSE:HPE) CEO Antonio Neri, who called out a "dynamic commodity supply environment" while reporting Q1 FY2026 results. Neri delivered a strong quarter overall, with revenue of $9.30 billion, up 18% year over year, and non-GAAP EPS of $0.65 against a guided range of $0.57 to $0.61. But buried inside those numbers is a telling detail: HPE's server segment actually declined 2.7% year over year. A company at the center of enterprise AI infrastructure can't grow its server business. Memory constraints are the reason.
HPE has direct visibility into memory supply chains in a way that most companies don't.“

https://247wallst.com/investing/202...mory-shortage-will-last-longer-than-expected/
 

"ASRock launches new Frankensteined motherboard with one DDR4 slot and two DDR5 slots — Intel board signals the RAM apocalypse is truly nigh​


Is the cure to RAM pricing a motherboard that supports multiple generations?

The ongoing RAMpocalypse has led many to think of creative solutions to acquire memory at reasonable prices. ASRock, a leading motherboard manufacturer, has chimed in with its answer: a motherboard that supports both DDR4 and DDR5, so you can simply pick whatever's cheapest. The "H610M Combo II" is an LGA 1700 board, meaning it supports Intel's 12th, 13th, and 14th Gen CPUs.


This is actually the company's second motherboard of this nature. We previously saw the H610 Combo, which was a full-size ATX option, and it was more feature-rich. For instance, that board had 6 DIMM slots, while this one is limited to just three. Out of those three, two are meant for DDR5, while the one closest to the CPU is DDR4. The DDR4 slot can take up to a single 32 GB stick and maxes out at 3,200 MT/s."


1773584939443.png


https://www.tomshardware.com/pc-com...oard-signals-the-ram-apocalypse-is-truly-nigh
 
Epyon said:
No one gives a shit about intel.
Click to expand...
Intel is the elephant in the room. As much as everyone wants to believe that Intel has somehow died and crawled under a rock, they are still majority market share of most things CPU. Intel's Lunar Lake is being bought up like crazy because they come with the ram built in and prices have yet to effect them in any major way. So of course, PC manufacturers have been sticking them into their laptops. Then you have ZAM which could put Intel in a permanent position to ignore any industry ram pricing fluctuations. There's no discussion about computing without Intel.
 
erek said:

"ASRock launches new Frankensteined motherboard with one DDR4 slot and two DDR5 slots — Intel board signals the RAM apocalypse is truly nigh​


Is the cure to RAM pricing a motherboard that supports multiple generations?

The ongoing RAMpocalypse has led many to think of creative solutions to acquire memory at reasonable prices. ASRock, a leading motherboard manufacturer, has chimed in with its answer: a motherboard that supports both DDR4 and DDR5, so you can simply pick whatever's cheapest. The "H610M Combo II" is an LGA 1700 board, meaning it supports Intel's 12th, 13th, and 14th Gen CPUs.


This is actually the company's second motherboard of this nature. We previously saw the H610 Combo, which was a full-size ATX option, and it was more feature-rich. For instance, that board had 6 DIMM slots, while this one is limited to just three. Out of those three, two are meant for DDR5, while the one closest to the CPU is DDR4. The DDR4 slot can take up to a single 32 GB stick and maxes out at 3,200 MT/s."


View attachment 791459

https://www.tomshardware.com/pc-com...oard-signals-the-ram-apocalypse-is-truly-nigh
Click to expand...
I like that they're doing something like this, but I'm wondering why not 2 DDR4 slots and 2 DDR5 slots?
 
Sounds artificial,

"Memory Suppliers Are Actually Worried the Demand Boom Won’t Last ‘Too Long’, and Are Already Rethinking Expansion Plans​


Suppliers like Samsung and SK hynix are planning to take a rather 'cautious' approach to their DRAM plans, as they see a risk of oversupply, according to a report.

Samsung Expects The DRAM Supercycle To Fade Away By 2028, Which Is Why It is Being Cautious With Investments​

The DRAM shortages are intensifying each quarter, and this is clearly evident in how contract prices are evolving aggressively, with a triple-digit increase that is beyond shocking. While manufacturers like SK hynix and Samsung are currently capitalizing on unprecedented demand, they are also cautious about expanding output. Chosun Biz reports that Samsung expects the memory shortages to end by 2028, meaning that, to ensure it doesn't "overinvest" in its expansion plans, it is now aligning with demand forecasts."

https://wccftech.com/memory-suppliers-are-actually-worried-the-demand-boom-wont-last-too-long/
 


“Memory Makers Expect Shortages to End in Late 2028, Could Pause Expansion Plans​

by AleksandarK Today, 03:47 Discuss (0 Comments)
Memory manufacturers are forecasting that memory shortages will persist until the end of 2028, when the supply chain balance is expected to be restored and memory will once again reach its commodity status. However, according to the South Korean Chosun Biz newspaper, memory manufacturers are reconsidering their expansion plans to ensure they don't overinvest in building new capacity after demand cools down. Reportedly, Samsung's internal projections indicate that demand for DRAM in forms like HBM and regular DDR will peak in the next few quarters, up until the end of 2028. This is the point where Samsung expects industry-wide demand to cool down and balance to be restored.

When the AI expansion began, memory manufacturers received massive orders from hyperscalers around the world, ordering DRAM supply months in advance. With no end in sight, SK Hynix, Micron, and Samsung started ordering more lithography tools from ASML to expand their wafer manufacturing capacity to meet their customers' needs for more HBM, DDR, and GDDR memory. According to ASML, the company estimates that in 2027, based on current order information and demand, it will deliver 56 Low-NA EUV scanners. This includes seven units for Samsung and as many as 20 units for SK Hynix, specifically for memory and storage. According to South Korean media, SK Hynix plans to install 20 Low-NA EUV units in the next two years, all designed for HBM memory and advanced storage solutions. However, as the demand is expected to stay in line with previous expansion plans, this is stopping memory makers from considering taking the fab capacity expansion further than initially planned.”
 

“The memory stock cycle of boom-bust-repeat is over, executives say​


108152070-1748541884091-KRISTINA_PARTSINEVELOS.jpg

Kristina Partsinevelos

KEY POINTS
  • Memory stocks are soaring, and executives say that AI has upended the industry’s old boom-bust cycle.
  • Hyperscalers are more keen on signing long-term deals to lock in supply for years.
  • Memory prices have surged as AI chipmakers snap up supply over the makers of consumer goods like laptops and phones.“
https://www.cnbc.com/2026/03/11/memory-stocks-ai-chips-demand.html
 
erek said:

“The memory stock cycle of boom-bust-repeat is over, executives say​


View attachment 791585
Kristina Partsinevelos

KEY POINTS
  • Memory stocks are soaring, and executives say that AI has upended the industry’s old boom-bust cycle.
  • Hyperscalers are more keen on signing long-term deals to lock in supply for years.
  • Memory prices have surged as AI chipmakers snap up supply over the makers of consumer goods like laptops and phones.“
https://www.cnbc.com/2026/03/11/memory-stocks-ai-chips-demand.html
Click to expand...
At least $1.5 Trillion invested in AI, most likely more. Stores raise RAM prices, consumers aren't buying, stock isn't dried up, yet prices aren't lowering. This means that they expect another AI round of RAM buying to happen again. If that doesn't happen, less RAM gets manufactured since there's "less demand" for RAM, prices stay high. Sounds like an artificial shortage to me.

It's a lot like the truck dealership prices in the U.S., prices are historically high. Inventory at dealerships are high, because they keep the prices high, and hardly anyone is buying. Once this happened, there's a surplus of new trucks that haven't reached dealerships, but since the previous year's trucks aren't selling, manufacturers are now producing less trucks, which creates more demand, which will now keep the prices high. Only when the bubble bursts will truck prices go back to normal.
 
El_Capitan said:
At least $1.5 Trillion invested in AI, most likely more. Stores raise RAM prices, consumers aren't buying, stock isn't dried up, yet prices aren't lowering. This means that they expect another AI round of RAM buying to happen again. If that doesn't happen, less RAM gets manufactured since there's "less demand" for RAM, prices stay high. Sounds like an artificial shortage to me.

It's a lot like the truck dealership prices in the U.S., prices are historically high. Inventory at dealerships are high, because they keep the prices high, and hardly anyone is buying. Once this happened, there's a surplus of new trucks that haven't reached dealerships, but since the previous year's trucks aren't selling, manufacturers are now producing less trucks, which creates more demand, which will now keep the prices high. Only when the bubble bursts will truck prices go back to normal.
Click to expand...
IMG_4255.jpeg
 
erek said:
View attachment 791734
Click to expand...

“Samsung and SK hynix are scaling back their DRAM expansion plans: Is there concern about potential overcapacity?​


The memory industry is currently raking in huge profits thanks to the AI boom, but behind the scenes, nervousness is growing. While Samsung and SK hynix are benefiting massively from the current demand for DRAM and HBM, that is precisely the problem: anyone who expands too aggressively today could find themselves tomorrow sitting on a newly built billion-dollar factory producing for a declining market. And that wouldn’t be the first time. The current report paints a picture that is as old in the semiconductor industry as the price decline following every phase of euphoria: As long as AI servers, HBM orders, and data center infrastructure are soaking up everything, additional investments seem unavoidable. But as soon as demand normalizes, that same expansion shifts from a growth driver to a burden. This is precisely why Samsung and SK hynix are apparently proceeding more cautiously with the expansion of their DRAM capacities than the current market situation would actually suggest.“

https://www.igorslab.de/en/samsung-...contribute-to-the-next-round-of-overcapacity/
 
mullet said:

View: https://www.youtube.com/watch?v=T4y1y0qqTZc
Click to expand...


The difference, in this case, is that manufacturers are hesitant to expand supply to meet the demand because they're concerned about the crash. So, the flip side is that all the data centres won't actually be operational. The buildings will be ready but they won't have memory or video cards to populate them all. That means that the big return on investment from those massive data centres won't happen because they'll be running at lower capacity than expected. So if supply increases to match demand it'll eventually lead to a crash in prices. If it doesn't increase then the data centres will sit partially empty waiting for supply. Either way, it won't be pretty. Couple that with the power problems and how long it takes to bring that online and you're looking at a perfect storm that all these promises made to investors won't actually hit their mark. It may be for power reasons, RAM reasons, hard drive reasons, CPU reasons, or any of a host of other issues. If investors see that their investment is not leading to that big data centre and its promises of revenue then they pull their money. Some companies will be fine, even if they take a hit (Google, Meta, Amazon, etc) but others will crash and demand will slow accordingly. I don't think you'll see a RAM or memory price crash but it will start coming down when the promises don't meet reality.
 
Ididar said:
The difference, in this case, is that manufacturers are hesitant to expand supply to meet the demand because they're concerned about the crash. So, the flip side is that all the data centres won't actually be operational. The buildings will be ready but they won't have memory or video cards to populate them all. That means that the big return on investment from those massive data centres won't happen because they'll be running at lower capacity than expected. So if supply increases to match demand it'll eventually lead to a crash in prices. If it doesn't increase then the data centres will sit partially empty waiting for supply. Either way, it won't be pretty. Couple that with the power problems and how long it takes to bring that online and you're looking at a perfect storm that all these promises made to investors won't actually hit their mark. It may be for power reasons, RAM reasons, hard drive reasons, CPU reasons, or any of a host of other issues. If investors see that their investment is not leading to that big data centre and its promises of revenue then they pull their money. Some companies will be fine, even if they take a hit (Google, Meta, Amazon, etc) but others will crash and demand will slow accordingly. I don't think you'll see a RAM or memory price crash but it will start coming down when the promises don't meet reality.
Click to expand...
sounds like an organized plot and scheme to fix prices again
 
erek said:
sounds like an organized plot and scheme to fix prices again
Click to expand...
Possibly, but only if there is collusion between companies. Nothing says companies half to expand their manufacturing base.

They're probably content with getting 4x+ the amount for what they're producing rather than double their manufacturing costs to meet demand and get the old prices. That's not collusion, that's sound business
 
erek said:
sounds like an organized plot and scheme to fix prices again
Click to expand...

Borderline. They're all working from the same playbook (fear of excess supply) so their decisions all match. I'm not convinced there was an actual phone call to agree not to expand supply. I'm sure if one of them flinched and started to build out supply then the others would follow because they don't want to be the one not being able to meet supply.
 
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Ididar said:
Borderline. They're all working from the same playbook (fear of excess supply) so their decisions all match. I'm not convinced there was an actual phone call to agree not to expand supply. I'm sure if one of them flinched and started to build out supply then the others would follow because they don't want to be the one not being able to meet supply.
Click to expand...
might be, need access to all their chats, emails, call transcripts etc

you’d be surprised

look at enron even back in the 90s, everything was recorded even if they didn’t know


View: https://youtu.be/DOLNWF5QMxY?si=qib6sgWitv2fDGnA

—

View: https://youtu.be/jVzeHTlWIDY?si=ZgXGkDTHpGXL5uT7
 

“Micron plans to cash in, after already growing revenue $10 billion in a single quarter​


Autonomous cars will need 300 gigabytes of DRAM or more, and robots will need similar quantities, leading memory-maker Micron Technology to predict it has a long and happy future ahead of it.
The company on Wednesday announced its results for the second quarter of 2026,”

https://www.theregister.com/2026/03/19/micron_q2_2026/
 

“Intel Reportedly Readies a 10% Price Hike for Consumer CPUs​

by AleksandarK Today, 11:41 Discuss (10 Comments)
Intel has reportedly informed its major PC clients of a planned 10% price increase on its consumer CPUs. According to industry sources cited by ET News, this price hike will affect Intel's Core Ultra family of processors, which power hundreds of millions of PCs worldwide. As a result, PC OEMs may need to alleviate the increased material costs by promoting their AI PCs and premium devices more aggressively. To maintain positive margins, these OEMs will likely have to raise prices further and emphasize their higher-end AI PC offerings to capture better margins.

PC gamers have faced challenges over the past year, with memory and storage prices climbing rapidly, reaching exorbitant levels for simple RAM kits. The high demand from data centers has depleted memory and storage inventories months in advance. GPUs have also been affected, as gamers have struggled to purchase them at MSRP, instead facing inflated prices due to the shortage of GDDR memory (VRAM) used in these GPUs. Now, CPUs are joining this trend, with Intel targeting its consumer CPU sector first. This price increase will impact everything from pre-built systems and DIY PCs to laptops and other consumer CPU variants. For example, the 10% increase will significantly affect PC pricing, depending on the CPU's share of the bill of materials. We are waiting to see how these changes will affect popular retailers like MicroCenter, Amazon, Newegg, and others before drawing further conclusions.”
 

“Think the RAM Crisis Is Bad Now? It Just Keeps Getting Worse​

With relief now not expected until 2030, PCs and smartphones will just keep getting more expensive.

Gadgets like the Samsung Galaxy S26 now cost more, likely due to the RAM crisis. At least, now you can ask an AI chatbot to call you an Uber.

Unless the AI bubble bursts and sends all those planned data center projects packing, you won’t see an end to memory pricing woes anytime soon. One of the big three semiconductor companies capable of making memory doesn’t imagine it will be able to meet all consumer demand for at least another four years.”

https://gizmodo.com/think-the-ram-crisis-is-bad-now-it-just-keeps-getting-worse-2000735579
 

“MSI plans to raise prices by up to 30% amid memory crunch​

The company is hoping to profit on premium products and AI data centers​

HARDWARE SLOP: MSI is adding its own chapter to the ongoing story of memory chip shortages and the growing concentration of power in the AI industry. Big tech companies and AI startups are buying up chips straight off the production lines years in advance, leaving end customers with the leftovers – which are also expected to become significantly more expensive in the near future.
MSI plans to increase the price of its PC products by 15 - 30%, company general manager Huang Jinqing recently said. Speaking with investors, Jinqing confirmed that the entire hardware industry is facing unprecedented market conditions. Memory manufacturers have almost entirely shifted their priorities, allocating the majority of their production to Big Tech and other corporations investing heavily in AI data centers.“

https://www.techspot.com/news/111720-msi-plans-raise-prices-up-30-amid-memory.html
 
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