Analyst predicts record RAM price surge amid ongoing crisis

An analyst firm warns of an 'unprecedented and record-breaking surge' in RAM prices, following recent doublings reported in January. A major PC maker has echoed the concerns with its own alerts, heightening worries in the computing sector.

Building on January reports of DDR5 RAM prices more than doubling on platforms like Amazon and at manufacturers like Samsung, an analyst firm has escalated warnings about the memory market. It forecasts an 'unprecedented and record-breaking surge' in prices for RAM modules, continuing a trend of supply chain strains and 'RAM misery' for consumers, PC builders, gamers, and data centers.

While exact causes of the anticipated surge are not detailed, the prognosis highlights persistent vulnerabilities from manufacturing issues, demand pressures, and global factors. A major PC maker's concurrent troubling alerts reinforce the analyst's outlook, suggesting broad impacts on hardware upgrades and expansions.

Published February 6, 2026, these updates come amid the tech sector's fragile recovery, urging stakeholders to rethink procurement amid likely elevated costs.

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HP executives highlight surging RAM costs to 35% of PC bill of materials due to AI demand during earnings call.
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HP reports RAM costs now at 35 percent of PC bill of materials

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During its Q1 2026 earnings call, HP executives revealed that RAM now represents 35 percent of the company's PC costs, up from 15 to 18 percent last quarter. The surge is attributed to AI-driven demand straining memory supplies. HP anticipates further price volatility and plans to raise PC prices in response.

DDR5 RAM on Amazon now costs over twice as much as four months ago, even in flash deals. Samsung reports similar price doublings for its RAM products. Industry watchers warn that further increases lie ahead.

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A Chinese PC parts vendor who stockpiled DRAM during high prices expressed despair after recent price drops. In a video from a warehouse filled with memory chips, the vendor questioned if prices might rise again. The declines follow AI-driven shortages but are not yet widespread.

New reports indicate that Apple plans to absorb the costs of a RAM crisis for its upcoming iPhone 18, potentially making it more affordable than Samsung's Galaxy S26. This strategy contrasts with Samsung's approach, highlighting different corporate responses to supply chain challenges. The information emerges from recent industry analysis.

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Microsoft has increased prices across its Surface PC lineup, with some models rising by up to $500, citing higher memory and component costs. The changes, now live on the Microsoft Store, affect current-generation hardware originally launched in 2024. Officials blame the hikes on a persistent RAM chip shortage driven by demand from AI data centers.

Valve has postponed the launch of its upcoming Steam Machine, Steam Frame VR headset, and Steam Controller from the first quarter to the first half of 2026. The delays stem from sharp increases in RAM and storage prices caused by global shortages. The company detailed the changes in a recent blog post, addressing impacts on production costs and pricing.

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Apple has quietly discontinued the 512GB RAM configuration for its Mac Studio, signaling challenges in the RAM supply chain. The move comes amid otherwise routine product announcements from the company.

 

 

 

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