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The RAM crisis just hit a new low — here's my advice on what to do based on 30 years of writing about GPUs, memory and PC components

8 August 2026 at 14:00

It appears that the RAM crisis is getting worse than ever as we head further into 2026. I've been closely watching and reporting on memory price hikes — which were soon followed by other PC component cost increases — since this crisis first began, and the worrying thing is, I can't recall a gloomier stream of negative news than I've witnessed over the past few weeks.

That includes Samsung recently declaring that the RAM crisis is going to become more severe in 2027, and rumors that even mighty Apple is floundering in its attempt to secure new RAM supplies from China (as other notebook makers consider this alternative route to the three main memory chip giants: Micron, Samsung and SK Hynix).

Previous to that, we saw laptop maker Framework break news of a truly eye-opening cost increase for mobile RAM, just as one gauge of DDR5 pricing saw it jump in price to a new all-time high (after plateauing earlier this year). On top of that, the boss of SK Hynix voiced the opinion that 2027 will be the worst year in the RAM industry's history, and that the crisis is likely to be drawn out to the next decade.

This isn't just about RAM, of course, but other components, including CPU price rises, and devices themselves — PCs and laptops (and phones). But most notably over the past month it's been graphics cards in the crisis limelight. We've witnessed the resurrection of old GPUs to try to bolster stock levels of more affordable cards, and more recently we've been subjected to what seems like an endless parade of negativity about imminent price hikes.

Apparently, Gigabyte is set to increase the price tags of its graphics card to the tune of 20% to 40% in Japan, and MSI is going to jack up prices of Nvidia GPUs in China by 20% or more. Asus is supposedly preparing a similar 20% hike (as Wccftech reported).

Another recent gloom nugget is the assertion that Nvidia RTX 5000 models will get hikes of 30% in South Korea this month, and all of this pain is mainly rooted in the increased price of video RAM, of course. (Those cost increases are the reason the RTX 5000 Super refreshes have been delayed, according to the grapevine, as those rumored cards are packed with VRAM).

While a good deal of this is individual pieces of regional activity with GPU pricing, it's obvious that these hikes are happening as part of a concerted shift, one that will surely be reflected globally — it's not like Asian markets are in a bubble of their own.

The overarching theme is a worsening of price hike misery, and that the pricing storm is likely to intensify this year, and probably in 2027, too. While previously the RAM crisis has been more of a light-and-shade affair, now it feels like the depression has been turned up a notch. Whereas before, there was certainly more darkness than light, we've had notable spots of relief where an exec in the memory industry stepped forward and theorized that maybe things aren't as bad as we think. But lately those embers of optimism appear to have burned out.

To me, it feels like there's a shift underway towards a full acknowledgement that we really are going to experience a lot more pricing pain in the foreseeable future. If it's so bad that even Apple is purportedly scrambling to secure RAM supplies, and is having trouble doing so, I think it's time to turn up the worry meter by a notch or two.

What should you do?

An Nvidia GeForce RTX 5070 being held in a hand

(Image credit: Future / John Loeffler)

Here's my advice on the current landscape with PC components and hardware (season it appropriately). Obviously, worrying isn't going to help you, but awareness of what might be sensible upgrades or purchases to make now will, based on the likelihood of hikes (we could call it the 'hike-lihood' – or maybe not). Nothing is certain about the future of components, of course, but it does feel like there's a clear area in which the potential price hikes are a bigger threat: GPUs.

As I discussed above, there's a lot of recent evidence that graphics card pricing is going up. Yes, it's a collection of rumors in the main, but there's a lot of it all pointing in a very similar direction — and a video RAM toll was always going to be exacted in the end. We've seen it already with higher-end graphics cards, and now I believe we're going to see it in the mid-range, and even budget models. Indeed, top-end GPUs are likely to get even more expensive as well.

If you're thinking about a GPU upgrade for this year or next, given all this, I think now really is the time to buy — especially with a lower-tier model, as you can still get more affordable graphics cards at their MSRP. Ditto for mid-rangers, although it's tougher to recommend higher-end Nvidia boards when they are already so expensive.

As noted, though, that could get worse. And granted, you may still want to wait for Black Friday — it's not that far off, and there might be some GPU deals then. However, I wouldn't bank on anything hugely compelling (or discounts that aren't offset by the price rises which are predicted to take hold in the next few months).

So, if there's one PC component that I think you should buy now, it's a graphics card. I think the signs are pretty clear on that (and see here for my recommendations on different models to consider). By extension, higher-end gaming laptops could also be a wise move for purchasing sooner rather than later. That's for the same reason, really — they have beefy (mobile) GPUs (with plenty of VRAM in some cases).

I don't think it's a bad move to buy any laptop, by the way, gaming or not (away from the higher-end), come your earliest window of opportunity. I think we'll see further price rises here, too, and RAM is going to cause more upward pricing pressures for notebooks — just look at Framework's recent revelation as mentioned.

Acer Nitro V16 gaming laptop

(Image credit: Peter Hoffmann)

What about RAM and SSDs themselves? While system memory kits and storage have already seen huge price rises, it now looks like there's worse to come (somehow).

On the other hand, there's a ceiling as to how expensive this stuff can get before buyers withdraw from what they see as an increasingly unrealistic and out-of-touch market. This is a much more difficult call to make, but if you can find something that looks relatively reasonably priced, I don't think you'll regret the purchase in the next couple of years. But that said, I can't recommend a RAM upgrade in particular at current pricing levels, unless it's unavoidable, frankly.

Above all, though, consider a GPU upgrade if you're in the market for a new card, or you think you'll need one in the next couple of years (yes, I think it's wise to be looking quite far down the road here).

The other thing to bear in mind is that there's a danger there will be a rush for GPUs, a flurry of buying that puts further strain on supply and therefore prices. As VideoCardz reports, one Japanese retailer has warned of Nvidia RTX 5000 graphics card sales increasing "sharply", even just with the news of rumored price increases — let alone the confirmation. Prices are already rising and restocks of the RTX 5070 Ti and RTX 5080 are already being labelled as "unstable", hinting that inventory could start to dry up quickly.

That's just one report, of course, and it pertains to the high-end of the market, so it's not something to start panicking about yet. But it does make some sense that if pricing begins to creep up, more PC owners may start to act on GPU upgrades. I wouldn't blame them, frankly.

Apple’s iPhone 18 Pro, iPhone 18 Pro Max, and foldable ‘iPhone Ultra’ likely to sell out fast due to memory shortages

7 August 2026 at 16:30
3D render claiming to depict Apple's first foldable iPhone (image: Jon Prosser)
3D render claiming to depict Apple’s first foldable iPhone (image: Jon Prosser)

Apple and its suppliers are scrambling to secure enough DRAM (mobile memory chips) ahead of the expected September 2026 launches of the iPhone 18 series and the foldable iPhone Ultra, according to semiconductor analyst Tim Culpan’s exclusive reporting for Culpium.

With under six weeks to the anticipated debut, assemblers are rushing shipments of DRAM. Apple primarily sources from Micron, with additional supply from SK Hynix and Samsung. Severe shortages due to RAMageddon have left processor wafers sitting idle, awaiting packaging—creating pressure to avoid launch shortages.

The issue stems from Apple’s A20 Pro chips (built on TSMC’s 2nm process), which use Wafer-Level Multi-Chip Module (WMCM) packaging that integrates the processor and DRAM at the wafer level. This means DRAM must be available for packaging; unfinished dies cannot simply be stockpiled and completed later. Reports indicate TSMC is holding roughly $1 billion worth of unpackaged Apple processors delayed by the missing memory.

DRAM has been tight for months, driven in large part by memory makers prioritizing higher-margin chips for AI data centers over consumer devices. This has already affected other Apple products (such as certain Macs) with longer wait times. Apple and its partners (including assemblers like Foxconn) expect to meet initial launch demand, but retail stock could deplete quickly and online preorder wait times may stretch afterward. The foldable iPhone Ultra, with its more complex design and lower planned volumes (historically projected in the low millions for the second half of the year in related analyst notes), is viewed as particularly vulnerable to limited availability.

Culpan’s sources indicate Apple plans roughly 200 million combined units across the iPhone 18, 18 Pro, and Ultra over the product cycle, with the Ultra representing under 10%.

This memory constraint adds to broader industry dynamics of rising memory costs and competing demand from AI infrastructure, which have already influenced pricing discussions and production priorities for Apple hardware.
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MacDailyNews Take: Buyers interested in the new Pro models or the Ultra at launch would be advised to pre-order very, very promptly!


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The post Apple’s iPhone 18 Pro, iPhone 18 Pro Max, and foldable ‘iPhone Ultra’ likely to sell out fast due to memory shortages appeared first on MacDailyNews.

RAM Production Capacity Is Reportedly Sold Out Through 2027

By: Jack
6 August 2026 at 20:21

RAM production capacity at Samsung Electronics, SK hynix, and Micron Technology is reportedly committed through the end of 2027, leaving consumer electronics manufacturers with little room to secure additional memory outside existing supply agreements.

Industry reports indicate that the three dominant manufacturers have allocated their available DRAM and high-bandwidth memory production for next year. Long-term contracts with cloud companies, AI chip developers, automakers, and device manufacturers have effectively reserved the output those suppliers expect to produce.

The claim does not mean every RAM module that will be sold in 2027 has already been manufactured or purchased by a consumer. It refers to future production capacity being assigned to customers before the chips leave the factory.

It also does not cover every memory producer worldwide. Chinese manufacturer ChangXin Memory Technologies, known as CXMT, and several smaller suppliers continue to produce DRAM. However, Samsung, SK hynix, and Micron control most of the advanced global DRAM market, making their available capacity the primary constraint for companies such as Apple.

RAM Production Is Already Committed

Selling out a year of production capacity means manufacturers have received enough contractual commitments to allocate the output they expect from their factories. Customers may have reserved specific volumes, product types, or manufacturing capacity under agreements that include minimum purchases and pricing protections.

Micron has been shifting toward this model through strategic customer agreements. The company disclosed 16 multiyear deals covering customers across data centers, consumer devices, automotive products, and industrial equipment.

Those agreements typically run for several years and include binding volume commitments. Some use fixed prices, while others establish price floors and ceilings. Micron has said that its signed contracts represent approximately $100 billion in expected revenue over their remaining terms.

Such agreements give memory manufacturers more predictable revenue than the traditional DRAM cycle, in which aggressive expansion frequently created excess supply and collapsing prices. They also give large buyers assurance that chips will be available for planned products.

The disadvantage falls on customers that did not reserve enough capacity early. A company needing more memory than its contract provides may have to pay higher prices, accept a different specification, delay production, or find another qualified supplier.

SK hynix CEO Kwak Noh-jung has described 2027 as potentially the worst year in the memory industry’s history from a supply perspective. He expects customer demand to remain above the company’s production capacity beyond 2030, despite major investments in new factories.

Samsung has issued a similar warning, expecting the constraints to become more severe in 2027 and continue into 2028. Analysts at UBS have projected that the DRAM market could remain undersupplied until at least the second quarter of 2028.

A man with short dark hair wearing a navy blazer and white shirt smiles while sitting indoors against a blurred blue background, reminiscent of an executive discussing advancements in Apple memory and DRAM supply.
Image Credit: Bloomberg / Getty Images

AI Memory Consumes More Factory Capacity

The shortage originates primarily from the rapid expansion of artificial intelligence infrastructure. AI accelerators require high-bandwidth memory, or HBM, to move large amounts of data between memory and processors at extremely high speeds.

HBM and the LPDDR memory used in Apple devices are different products. An iPhone or Mac is not competing directly for the same finished memory package installed beside an Nvidia AI accelerator.

They still depend on overlapping manufacturing resources. HBM begins with advanced DRAM dies, and producing a given capacity of stacked HBM consumes considerably more wafer output and packaging resources than conventional memory. Suppliers have also concentrated spending, equipment, and engineering work on the more profitable AI segment.

Every production line converted or optimized for HBM can reduce the industry’s flexibility to make standard server DRAM, PC memory, or mobile LPDDR. New investment may increase total memory output while doing little to relieve the parts of the market serving phones and personal computers.

Cloud companies are willing to enter multiyear agreements and make large financial commitments because a shortage of memory can leave costly AI processors unused. Memory manufacturers therefore have a powerful incentive to prioritize these customers over consumer device companies seeking lower component prices.

The pressure is also moving beyond HBM. AI servers need large quantities of conventional DDR5 memory, while storage systems supporting model training and inference consume enterprise NAND flash. This spreads the shortage across several categories that were previously less exposed to AI infrastructure spending.

Apple Faces Expensive Supply Decisions

Apple purchases enormous volumes of LPDDR memory for the iPhone and iPad, along with memory used across the Mac, Apple Watch, Vision Pro, Apple TV, and HomePod product families. Its size gives it substantial negotiating power, but it cannot purchase capacity that suppliers have already assigned to other customers.

The company has acknowledged that memory prices are continuing to rise. Tim Cook recently characterized the pricing environment as a “hundred-year flood” and said Apple expects to pay more for memory during the September quarter.

Apple has already raised prices across several Mac and iPad models while reducing or removing some high-memory Mac configurations. Although memory availability is not the sole influence on every product decision, eliminating configurations can help a manufacturer concentrate limited components around the models expected to sell in larger volumes.

The design of Apple silicon makes memory allocation especially sensitive. Unified memory is integrated closely with the processor package and cannot be upgraded after purchase. Apple must decide how many chips to secure for each configuration long before customers begin ordering those machines.

A shortage can therefore affect more than the cost of an individual RAM component. It can influence base memory capacities, upgrade pricing, the number of configurations offered, production volume, and the timing of product introductions.

Apple can absorb part of the increase through its margins, negotiate longer agreements, adjust retail pricing, or redesign its product mix. Each option carries a cost. Absorbing higher prices reduces profit per device, while passing them to customers could weaken demand. Restricting configurations risks pushing professional users away from Macs that no longer offer enough unified memory.

The company is reportedly evaluating DRAM from CXMT for products sold in China. Adding a fourth major source could improve access to conventional memory, but qualification takes time because Apple must confirm performance, reliability, manufacturing consistency, and compatibility with its hardware.

The political environment creates another obstacle. US lawmakers have raised national security concerns about American companies purchasing memory from Chinese semiconductor manufacturers. Apple could consequently find that a supplier is technically suitable for China-market products but difficult to introduce across its international supply chain.

RAM production - Apple Store Hamburg

Sold Out Does Not Mean Stores Will Be Empty

The reported capacity commitments do not guarantee a universal shortage of finished devices. Apple and other major manufacturers will still receive memory under agreements they have already negotiated.

Products can also continue reaching stores while component prices rise. Manufacturers may reduce discounts, increase retail prices, limit premium configurations, or give priority to their most profitable devices before allowing a shortage to stop production completely.

Contracted capacity can change if customers reduce orders or if AI infrastructure investment slows. Memory makers could redirect production between customers and product categories, although converting lines and qualifying different chips cannot happen immediately.

CXMT could also expand faster than expected, particularly in mainstream DRAM. Its products have reportedly attracted interest from HP, Asus, Acer, Dell, Lenovo, and Apple as established suppliers devote more resources to AI memory. CXMT is unlikely to replace the combined output of Samsung, SK hynix, and Micron during 2027, but it may provide an alternative for products sold outside the United States.

New production facilities offer little immediate relief. Semiconductor factories require construction, equipment installation, process development, yield improvement, and customer qualification before reaching dependable volume.

Micron expects the first wafer output from its initial new Idaho facility around the middle of 2027, with a second facility following in late 2028. Those first wafers will still need to pass through the production ramp and customer qualification process, leaving much of their effect on available device memory for 2028 and later.

A person wearing a long-sleeve dark shirt holds a DRAM memory module between their thumb and fingers, showcasing its memory chips against a plain light background.
Image Credit: Magnific

The post RAM Production Capacity Is Reportedly Sold Out Through 2027 appeared first on AppleMagazine.

China’s CXMT rejects Apple’s price-cut demands for DRAM, boosting Samsung and SK Hynix’s pricing power amid global shortage

6 August 2026 at 19:00

CXMT

In a striking reversal of traditional supply-chain dynamics, China’s ChangXin Memory Technologies (CXMT) has rebuffed Apple’s requests for lower prices on mobile DRAM, according to industry reports. The move underscores a severe shortage in general-purpose memory chips and hands greater negotiation leverage to South Korea’s Samsung Electronics and SK Hynix.

Apple had been exploring CXMT as a potential new supplier of LPDDR5X and other mobile DRAM for upcoming iPhones and smart devices, aiming to ease manufacturing cost pressures amid soaring memory prices. Sources indicate the iPhone maker sought further price reductions during negotiations. CXMT refused, instead holding firm at levels matching or even exceeding those charged by Samsung and SK Hynix.

The Chinese manufacturer’s bold stance stems from robust domestic demand. Companies such as Huawei and Xiaomi have locked in large volumes of CXMT’s DRAM through high-priced, long-term contracts. This push for supply-chain self-reliance has been intensified by ongoing U.S. semiconductor restrictions on China. With strong local orders secured, CXMT has little incentive to accommodate Apple’s stricter quality requirements or discount demands.

The episode highlights a broader market shift. Major memory producers have redirected significant wafer capacity toward high-bandwidth memory (HBM) to meet surging demand from AI servers and accelerators. This has sharply reduced output of conventional DRAM products like DDR5 and LPDDR5X, triggering a pronounced shortage—sometimes called “memflation” — and rapid price increases across the sector.Big tech firms that once used Chinese low-cost alternatives as leverage in annual pricing talks with primary suppliers now find that strategy ineffective. The low-cost “bypass” route has effectively closed, transferring pricing power from device makers to memory manufacturers.

For Samsung and SK Hynix, the developments create a favorable cycle. CXMT’s absorption of substantial Chinese commodity DRAM demand relieves the Korean firms of pressure to supply lower-margin general-purpose chips. They can instead prioritize higher-value AI memory products, including HBM4, LPCAMM2, and enterprise SSDs. Industry observers note that this positions the Korean companies with stronger control over global pricing in negotiations with major customers in the second half of the year.

One semiconductor industry source described the situation as unusual: CXMT is effectively supporting a floor under general DRAM prices while Samsung and SK Hynix consolidate leadership in premium AI memory. As a result, the Korean firms’ operating margins and market influence are expected to strengthen further.

Earlier this year, Apple had lobbied the U.S. government for clearer approval to source from CXMT, which appears on a Pentagon list of companies with alleged Chinese military ties. Memory cost pressures had already prompted Apple to raise prices on some Mac and iPad models. The latest reports suggest any potential deal with CXMT would not deliver the hoped-for cost savings.

MacDailyNews Take: The memory shortage is widely expected to persist well into 2027 and possibly beyond, as new fab capacity takes years to come online and AI-related demand continues to outpace supply growth. In this environment, the balance of power in the DRAM market has tilted decisively toward suppliers, particularly those focused on advanced, high-margin products.


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