GPU price hik2026-09-07 00:35:59Asus, Gigabyte and Other GPU Makers to Hike Prices Again in September, Up to RMB 500Asus, Gigabyte and other graphics card manufacturers plan to raise prices again in September for the Chinese mainland market, with increases of up to RMB 500. Asus' RTX 5070 series sees a price hike of RMB 150-300, while Gigabyte's RTX 5060TI 16G gets a RMB 200 bump. AMD's RX 9000 series also sees adjustments. The price hikes are driven by memory shortages and capacity shift toward AI GPUs. Nvidia has cut consumer GPU shipments by 15-20% in Q3, prolonging supply tightness.1450
SK Hynix2026-08-27 16:27:44SK Hynix CEO says memory shortage may last through the end of 2030SK Hynix CEO said the memory shortage is expected to continue through the end of 2030, with no clear signs of a meaningful downturn in the memory market so far. The update was carried by Odaily and attributed to Jin10. The statement points to a continued tight supply outlook, based on the CEO’s remarks. No additional figures or market details were provided in the brief. The report did not specify which memory segments were being discussed, and it included no further comment on pricing, production, or demand. Published by Odaily as a short market update, the item focused solely on the CEO’s outlook for supply conditions and the absence of obvious weakness in the broader memory market.910
SK Hynix2026-08-16 06:21:19SK Hynix chairman warns of a record memory shortage next year as AI agent usage may rise 77-fold in five yearsSK Hynix Chairman Chey Tae-won said in a recent media interview at the company’s headquarters in South Korea that demand from the AI ecosystem has already outpaced the company’s memory supply capacity. According to Chey, customers are now asking for shipment volumes close to double their previous demand, reflecting what he described as an explosive jump in memory consumption tied to AI computing. Chey said expanding production capacity could take four to five years, while competition for memory chips has become so intense that he compared it to a war. He added that without sufficient memory, customers cannot produce AI computing equipment or AI chips. He also said demand for AI servers continues to surge, leaving high-bandwidth memory, or HBM, in short supply. Some large technology companies, he said, have even traveled to South Korea in advance to lock in long-term agreements. Chey warned that next year could bring the worst memory shortage on record. He also compared today’s AI industry to a four-year-old child and said memory demand is likely to climb sharply as the sector matures. In his view, usage of AI agents could increase 77 times over the next five years.1330
Google2026-08-12 14:01:36Google to Charge $100 More for New Phone on Memory Shortage, Market Sources SayBlockBeats reported on Aug. 12, citing market sources, that Google has raised the price of its upcoming smartphone because of memory shortages. The new phone is said to be $100 more expensive than the previous generation. The report gave no further details.1520
US trade grou2026-07-23 21:45:15Nine U.S. Trade Groups Urge Trump: AI Is Gobbling Up Memory Chips, Hurting Automakers, Medical Devices, RetailNine major U.S. industry associations jointly wrote to the Trump administration, warning that AI data centers are consuming a disproportionate share of memory chip capacity, causing DRAM shortages and price surges that threaten automakers, medical equipment makers, and retailers.540
