
Raspberry Pi hikes board prices in UK as global RAM shortage tightens
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Valve signals Steam Deck OLED shortages as global RAM market tightens
Valve warned that availability of the Steam Deck OLED will be intermittent in some markets as memory and storage allocations tighten under surging AI datacenter demand. Suppliers’ prioritization of large hyperscale orders — a dynamic industry executives and chip vendors now say could persist for years — is forcing OEMs to reassess launch timing, pricing, and BOM choices.
AI-driven memory squeeze reshapes GPU and storage markets as prices surge
A surge in demand for memory driven by AI workloads has pushed standalone RAM prices up several hundred percent, and signs now show those costs bleeding into GPUs and high-capacity storage. Manufacturers are reallocating scarce memory to higher-margin products, forcing lineup changes, higher street prices for certain GPUs, and a wider cascade of pricing pressure across components.

Intel warns memory shortage will persist through 2028
Intel’s CEO says global memory shortages will likely last until 2028, and rising AI-driven demand is already provoking supplier reallocations that squeeze consumer and midrange products. The combination of prolonged tightness and targeted wafer starts for high‑performance DRAM and HBM will keep prices elevated and complicate procurement for OEMs, cloud operators and smaller system integrators.

Cloud giants' hardware binge tightens markets and nudges users toward rented AI compute
Major cloud providers are concentrating purchases of GPUs, high-density DRAM and related components to support AI workloads, creating retail shortages and higher prices that push smaller buyers toward rented compute. Rapid datacenter buildouts, permitting and power constraints, and changes in supplier allocation and financing compound the risk that scarcity will be monetized into long-term service revenue and reduced market choice.

Memory, Not Just GPUs: DRAM Spike Forces New AI Cost Playbook
A roughly 7x surge in DRAM spot prices has pushed memory from a secondary expense to a primary cost lever for AI inference. Combined hardware allocation shifts by chipmakers and emerging software patterns—like prompt-cache tiers, observational memory, and techniques such as Nvidia’s Dynamic Memory Sparsification—mean teams must pair procurement strategy with cache orchestration to control per-inference spend.
Earnings Reveal Intensifying Battle Between Samsung and SK Hynix for AI Memory Leadership
Quarterly results from South Korea’s top memory makers framed a high-stakes competition to capture AI-focused memory demand, with companies shifting product mix toward HBM and advanced DDR while managing margin pressure in commodity lines. Recent industry moves — including Samsung’s reported progress toward Nvidia sign‑off for next‑gen HBM and competitors’ large capex commitments — add supply and qualification dynamics that will shape pricing, capacity and customer allocations in coming quarters.

Nintendo’s margins under pressure as DRAM crunch and Switch 2 momentum unsettle investors
Nintendo’s stock slid sharply after the company flagged revenue shortfalls against expectations while profit and sales growth remained strong year‑on‑year. A severe shortage and big contract price increases for DRAM are creating a near‑term margin risk that could force pricing or supply tradeoffs as Nintendo seeks broader consumer uptake for Switch 2.

Micron Commits $24B to Expand NAND Capacity in Singapore to Ease AI-Driven Shortages
Micron announced a roughly $24 billion investment to add 700,000 square feet of cleanroom at its Singapore NAND complex, targeting production in the second half of 2028. The package complements a separate $7 billion HBM packaging project expected to contribute meaningful HBM supply in 2027 and sits within a broader industry wave of verified AI-driven capex and supplier qualification that both supports and intensifies competition for tools, talent and customer commitments.