The RAM Shortage Comes for Us All

kept by eddie dec 05, 25

AI datacenter buildouts have caused a severe RAM shortage, with DDR5 prices tripling, forcing companies to raise prices or halt consumer product lines.

Silicon Frontier
Control over semiconductor supply chains, from ASML's lithography to TSMC's manufacturing and NVIDIA's CUDA ecosystem, determines which entities dominate the AI era.
also on Micron, #supply-chain, Nvidia
Smartphone market forecast to decline this year due to memory shortage
Worldwide smartphone shipments are forecast to decline 12.9% in 2026 due to a memory shortage, driving average selling prices up 14% and threatening low-end manufacturers.
also on Samsung, Apple, #pricing, #hardware, #ai
AI Has Made Memory Chips One of the World’s Most Profitable Products - WSJ
Riding the AI infrastructure boom, memory-chip makers Samsung, SK Hynix, and Micron are posting record profits, making memory one of the world's most profitable products.
also on Samsung, Nvidia, #hardware, #ai
calm technologies that excite me
The author advocates calm, focused devices—e‑ink tablets, modded iPods, minimalist communicators, dashboard e‑ink displays, and dictaphones—to reduce distraction and reclaim attention.
also on Raspberry Pi, #hardware
MacBook Neo sells out for April as demand for Apple's $599 laptop outpaces supply - 9to5Mac
Apple's $599 MacBook Neo sold out for April, with delivery dates pushing to May due to sustained demand since its March 11 launch.
also on #supply-chain, Apple, #pricing, #hardware