The global technology industry is now facing warnings of a serious memory supply crisis as DRAM prices are expected to jump by up to 95% by March 2026. A report from research firm TrendForce shows that extreme demand from AI data centres has severely disrupted existing supply chains.
Prices for mid-range laptops could rise by 20%
In addition to DRAM, consumer-grade SSD storage prices are also expected to increase by 60% over the same period. This sharp increase is due to major chipmakers shifting their production capacity to more profitable high-bandwidth memory (HBM).
The focus on HBM technology is needed to support the next generation of AI processors, but it reduces the supply of memory for mainstream consumer products. This situation is expected to persist until the end of the year if no new production facilities are operational.
The impact of rising component prices will be felt directly by consumers through increased retail prices of personal computers (PCs) and smartphones. Analysts have warned that prices of mid-range laptops could increase by at least 20% ahead of the upcoming holiday season.
Device manufacturers are reportedly actively stockpiling to avoid disruptions to their product production, confirming the most severe supply chain crisis the global tech sector has faced since the pandemic. Consumers are advised to purchase devices early to avoid higher price spikes at the retail level.
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