Memory price surge begins to cool as consumers hit affordability limit — AI demand still keeps DRAM and NAND prices climbing through Q3 2026

TrendForce says DRAM and NAND prices will continue to rise through Q3 2026, but AI-driven gains are slowing as PC and smartphone makers reach their affordability limits.

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Memory price surge begins to cool as consumers hit affordability limit — AI demand still keeps DRAM and NAND prices climbing through Q3 2026

TrendForce says DRAM and NAND prices will continue to rise through Q3 2026, but AI-driven gains are slowing as PC and smartphone makers reach their affordability limits.

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Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases
 Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases

17 plaintiffs sued Samsung, SK hynix, and Micron in the U.S. District Court for the Northern District of California in late June.

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Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases
 Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases

17 plaintiffs sued Samsung, SK hynix, and Micron in the U.S. District Court for the Northern District of California in late June.

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SK hynix to invest $712.5 billion in South Korean operations — Cheongju NAND expansion, Yongin Semiconductor Cluster for DRAM detailed

SK hynix announces major plan to spend $712.5 billion in its operations in South Korea, but the only detailed investments are spendings on a new NAND fab and a packaging facility.

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SK hynix to invest $712.5 billion in South Korean operations — Cheongju NAND expansion, Yongin Semiconductor Cluster for DRAM detailed

SK hynix announces major plan to spend $712.5 billion in its operations in South Korea, but the only detailed investments are spendings on a new NAND fab and a packaging facility.

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Meta fights soaring hardware costs by reusing old DDR4 server memory in new DDR5-only servers — custom CXL 2.0 chip marries legacy DDR4-2400 with cutting-edge DDR5-6400
 Meta fights soaring hardware costs by reusing old DDR4 server memory in new DDR5-only servers — custom CXL 2.0 chip marries legacy DDR4-2400 with cutting-edge DDR5-6400

Meta develops its custom Vistara CXL memory expander to use DDR4 memory with new servers running AMD EPYC ‘Turin’ processors.

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AMD EXPO ULL RAM drops at jaw-dropping $1,099 despite promises of it being ‘effectively the same price’ — DDR5-6000 C26 32GB kit sports 80% ULL tax
 AMD EXPO ULL RAM drops at jaw-dropping $1,099 despite promises of it being ‘effectively the same price’ — DDR5-6000 C26 32GB kit sports 80% ULL tax

Newegg has started selling G.Skill’s Trident Z5 NeoX memory kits featuring AMD ULL technology, and the prices are already high.

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Lenovo says the ‘RAMageddon’ is the new normal, outlines survival guide — at ISC 2026 an exec said ‘it will never be like it was last year’
 Lenovo says the ‘RAMageddon’ is the new normal, outlines survival guide — at ISC 2026 an exec said ‘it will never be like it was last year’

At the International Supercomputing Conference this past week, Lenovo reportedly said the memory market ‘it will never be like it was last year.’

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Micron inks long-term supply agreements worth $100 billion — says it has no idea when RAM crisis will end

Micron has signed 16 LTAs with various customers to supply DRAM and NAND worth $100 billion.

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