Overview
- Asus will raise prices on select product combinations starting January 5, citing RAM cost spikes and supply volatility in a partner letter published by TrendForce.
- Industry trackers report DRAM contract prices could jump by up to about 50% in Q1 2026, with Samsung, SK hynix, and Micron prioritizing AI customers and booking capacity early.
- Dell has warned of increases and Framework has raised DDR5 module prices, while reports and analysts point to 5%–20% hikes for consumer devices and forecast lower 2026 shipments for PCs and smartphones.
- Researchers say larger players with cash and long‑term agreements can better absorb costs, whereas smaller brands, budget segments, and DIY/gaming buyers face the sharpest pinch.
- Some outlets cite industry sources that AMD and Nvidia may lift consumer GPU prices this year due to VRAM costs, though these reports remain unconfirmed.