The unprecedented rise in DRAM chip prices, consequently affecting RAM module costs, has taken even PC manufacturers by surprise. Reportedly, they are scrambling to replenish their inventories. According to DigiTimes, many companies are rushing to bulk up their stocks as data centers are consuming these products at an alarming pace. This surge is akin to black holes absorbing everything in their path.
Asus has announced that its memory reserves for manufacturing and ready products only last for two months, which should only see them through to the end of the year. However, if the current situation persists, Asus will face shortages in 2026, necessitating price adjustments. This comes amid already risen prices. The source notes that while most large companies, such as Asus and MSI, usually have contracts with memory chip manufacturers, it is reported that they are now also purchasing significant volumes on the spot market, where prices are more volatile. Manufacturers simply have no other choice given the current realities.
Recent developments reveal that this trend might be exacerbated by limited production capacities and suppliers prioritizing high-margin products. Moreover, experts suggest this may continue driving prices up further into the next year, compelling companies to innovate their sourcing strategies.
