Overview
- Framework removed standalone RAM from its marketplace to preserve stock for its laptops, while CyberPowerPC will raise system prices on December 7 after citing RAM surges of up to 500% and SSDs up 100%, and Maingear warned increases and longer lead times are likely.
- Dell and HP flagged escalating memory costs and tight supply, with Dell weighing repricing and HP planning increases where needed and trimming memory in some PCs, noting memory represents 15%–18% of a typical system’s cost.
- Supply constraints are intensifying as SK Hynix says next year’s memory lineup is sold out and Micron sees tightness into 2026, prompting OEMs such as Lenovo to boost inventories by roughly 50%.
- Counterpoint Research projects memory module prices will climb about 50% through the second quarter of 2026, reinforcing industry warnings of a prolonged squeeze.
- Retail prices have already spiked, with DDR5 kits more than doubling and some increases topping 200% since August, and an unconfirmed leak suggests Nvidia may stop bundling VRAM with GPU dies, potentially pushing sourcing costs to board partners.