Samsung Warns of RAM Shortage and Price Increases into 2027
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Reports that all 2027 DRAM capacity is booked have sparked creator backlash, with YongYea accusing Samsung, SK Hynix, and Micron of cartel-like price gouging driven by AI demand, while Spawn Wave questions the sustainability of this AI-fueled market manipulation.
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The coverage — 3 videos
A Warning Gets Issued To The Gaming Industry & A Huge Feature Leaks Early For Xbox | News Wave
Samsung's Q2 earnings call warns of RAM shortages and price hikes persisting into 2027, and the creator questions whether AI-driven demand justifies this, suggesting Samsung profits from the scarcity.
The RAM Apocalypse Is About To Get Much Worse
The creator reacts to June-July 2026 reports of 40-50% QoQ DRAM price hikes and Micron's five-year fixed-price deals with 16 AI clients, blaming AI demand alone for the surge while using Samsung's 990 Pro 4 SSD warranty refusal (offering only a refund) to argue manufacturers are price-fixing and screwing consumers.
REPORT: RAM Is Already Sold Out For 2027, Price Inflation Will Be Even Worse Than 2026
A report from Tweaktown citing Digitimes reveals that all 2027 DRAM and HBM capacity is sold out via multi-year AI contracts, and the creator claims Samsung, SK Hynix, and Micron are acting as a cartel to price-gouge and lock in customers, triggering the worst memory shortage on record and inflating costs for consumer electronics like Valve's Steam Machines.