TrendForce
Coverage of TrendForce in the Nexus archive.
- The data center boom is making the memory shortage even worse
The memory shortage driving price hikes in consumer electronics is expected to worsen as data centers consume more capacity. Analysts predict 15-20% of memory allocated to consumer electronics in 2026 will shift to data centers by 2027, with companies like Meta, Google, and Amazon competing against Apple and Microsoft for limited supply.
- Expect more of those DRAM price hikes as memory shortage continues to bite
DRAM prices doubled in Q1 2024 and are projected to rise by 58-63% in the current quarter due to a persistent AI-driven memory shortage. Suppliers prioritize high-capacity DRAM for AI servers, limiting availability for PCs and smartphones. Key manufacturers like Samsung, SK hynix, and Micron are expanding HBM production, with new capacity expected by 2027-2028.
- Nvidia's Rubin GPU is likely to be late thanks to memory shortage and technical challenges
Nvidia's Rubin GPU faces delays and reduced shipments due to memory shortages and technical challenges. China-bound Hopper accelerators are also expected to ship in smaller volumes than forecast, according to TrendForce.