Price Hikes from Major NAND Manufacturers
According to Digitimes, Samsung, SK Hynix and Sandisk will each raise NAND prices by roughly 100% in the first quarter of 2026. Samsung’s increase is described as “more than double,” while SK Hynix is applying a similar magnitude and Sandisk has already signaled a 100% hike.
Impact on SSD Retail Prices
The retail cost of solid‑state drives has already started climbing, suggesting that retailers are either pre‑empting the supplier surge or adding a margin to offset the “memory crisis.” For consumers eyeing a new SSD, buying now could lock in current pricing before the anticipated jump.
GPU Launch Delays and Production Cuts
AMD has announced a pause on new GPU launches until 2027, citing the ongoing memory shortage. Nvidia, meanwhile, may cut overall GPU production by up to 40% in 2026 as VRAM supplies tighten.
DRAM Allocation to AI Data Centers
DRAM manufacturers Samsung, SK Hynix and Micron are redirecting most of their capacity to AI‑focused data centers, leaving fewer chips for PC makers. SK Hynix even discontinued its consumer DRAM brand “Crucial,” further limiting options for end‑users.
What Consumers Should Do Now
- Purchase SSDs and high‑capacity DRAM while prices are still relatively stable.
- Monitor GPU announcements; expect no new releases from AMD until 2027 and possible supply constraints from Nvidia.
- Consider devices with existing higher‑capacity storage to avoid future upgrade costs.
- Stay informed about manufacturer roadmaps, as price changes can occur rapidly in the “RAMpocalypse.”