PC makers are eating losses right now because they kept laptop prices steady while memory costs exploded. Anonymous supply chain folks told a Korean outlet that vendors have been burning through old inventory to avoid passing the pain to customers, but that stockpile is running dry. Next-generation machines will cost at least 20 percent more across the board.
Samsung and SK Hynix are dumping most of their DRAM production into AI chips like HBM instead of consumer RAM sticks and laptop memory. Manufacturers have to pay way more to even get allocation for regular products, and the memory giants are prioritizing fat profit margins from data center buyers anyway. Intel Panther Lake and AMD Gorgon Point laptops are going to be brutal on the wallet.
The memory companies are also scared of flooding the market if they ramp up production too hard, which means shortages could drag on for a while. Building a new gaming rig is about to get significantly more expensive than it is right this second.
Samsung and SK Hynix are dumping most of their DRAM production into AI chips like HBM instead of consumer RAM sticks and laptop memory. Manufacturers have to pay way more to even get allocation for regular products, and the memory giants are prioritizing fat profit margins from data center buyers anyway. Intel Panther Lake and AMD Gorgon Point laptops are going to be brutal on the wallet.
The memory companies are also scared of flooding the market if they ramp up production too hard, which means shortages could drag on for a while. Building a new gaming rig is about to get significantly more expensive than it is right this second.
