Analis memprediksi lonjakan harga RAM rekor di tengah krisis berkelanjutan

Perusahaan analis memperingatkan adanya 'lonjakan tanpa preseden dan pemecah rekor' pada harga RAM, menyusul penggandaan baru-baru ini yang dilaporkan pada Januari. Produsen PC besar menggemakan kekhawatiran tersebut dengan peringatan mereka sendiri, meningkatkan kekhawatiran di sektor komputasi.

Membangun atas laporan Januari bahwa harga RAM DDR5 lebih dari dua kali lipat di platform seperti Amazon dan produsen seperti Samsung, perusahaan analis telah meningkatkan peringatan tentang pasar memori. Mereka memperkirakan 'lonjakan tanpa preseden dan pemecah rekor' pada harga modul RAM, melanjutkan tren ketegangan rantai pasok dan 'penderitaan RAM' bagi konsumen, pembuat PC, gamer, dan pusat data. Meskipun penyebab pasti lonjakan yang diantisipasi tidak dirinci, prognosis menyoroti kerentanan persisten dari masalah manufaktur, tekanan permintaan, dan faktor global. Peringatan mengkhawatirkan secara bersamaan dari produsen PC besar memperkuat pandangan analis, menunjukkan dampak luas pada peningkatan dan ekspansi perangkat keras. Diterbitkan pada 6 Februari 2026, pembaruan ini datang di tengah pemulihan rapuh sektor teknologi, mendesak pemangku kepentingan untuk memikirkan ulang pengadaan di tengah biaya yang kemungkinan tinggi.

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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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