Shortage
RAM shortage expands to GPUs, SSDs and hard drives
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The RAM shortage driven by Big Tech's AI demands—which has already raised PC prices, curbed AI PC hype, and prompted OEM adjustments—continues reshaping the industry into 2026. Price spikes for standalone DDR5 RAM kits hit 300 to 400 percent by late 2025, with effects now rippling to graphics cards, high-capacity SSDs, and even traditional hard drives as supplies tighten.
A truck of eggs arrived escorted by police to a sales point in Guanabacoa, Havana, this Saturday, drawing long lines of desperate buyers amid shortages. Cartons of 30 eggs sold for 900 pesos as officers managed chaos to prevent fights. More than half of those waiting left empty-handed.
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The chairman of SK Group has issued a bleak warning that the current RAM shortage could persist until 2030, expecting more than a 20% shortage of wafers. SK Hynix is developing a plan to stabilize RAM prices.