Over the past few weeks module prices have climbed, and major manufacturers appear increasingly cautious about the outlook, actively replenishing their warehouses.
Reports suggest Asus and MSI have begun a rush to stockpile memory modules in order to preempt demand. Analysts warn supply disruptions could last at least through 2027. The main driver is the sustained surge in demand for artificial intelligence solutions.
According to DigiTimes, companies are buying consumer modules en masse on the spot market. DDR5 has already reached new price highs, and Samsung, the world’s largest chipmaker, is reportedly preparing to announce a roughly 60% hike in memory prices.
RAM suppliers are pausing new price quotes, highlighting the severity of the shortage. The situation has been exacerbated because manufacturers had previously cut DRAM production, not anticipating such a rapid spike in demand.
Consequently, rising RAM costs could make PC gaming substantially more expensive. The industry is striving to stabilize the market, but near-term forecasts remain gloomy.
Source: iXBT.games