All articles tagged with #memory shortage
Sony will temporarily suspend accepting orders for CFexpress and SD memory cards from March 27, 2026, due to a global memory shortage and other factors, with no clear timeline to resume; the move affects Sony Store and authorized dealers and follows Western Digital's earlier supply squeezes in the memory market.
US retailers report a rare price dip for Corsair Vengeance DDR5 RAM on Amazon amid a continued memory shortage, but broad consumer relief remains unlikely in the near term as enterprise AI and data-center demand pressure supply. Google's TurboQuant AI compression could reduce memory needs in data centers, potentially easing the shortage over the long run, though prices for most DDR5 options are still elevated and broader hardware costs affect PC building.
Valve maintains a 2026 launch for its second-gen Steam Machine, Steam Controller, and Steam Frame, saying earlier blog-post hints of delays due to memory/storage shortages were addressed and all three are still expected this year; ongoing RAM demand from AI and tariff conditions are noted as headwinds. The Steam Machine is a 6-inch portable Linux-based mini PC designed to run Steam Deck games on a TV.
A global memory shortage tied to AI-driven demand could push Sony’s PS6 beyond its 2027 target, with Phison CEO Pua Khein-Seng warning the crunch could last up to 10 years and affect devices from phones to consoles. He argues AI GPUs requiring large SSDs could consume a significant portion of NAND capacity, driving prices higher. Sony says it has secured components through 2026, but the outlook beyond that remains uncertain, leaving a PS6 delay plausible even if some still expect a launch around the current window.
Valve says the Steam Deck OLED may be intermittently out of stock in some regions due to memory and storage shortages, tying its supply issue to a broader RAM/storage crunch that has delayed other hardware; Valve has discontinued the 256GB LCD Steam Deck and aims to launch new hardware in the first half of 2026.
Memory shortages driven by AI data-center demand could push Sony’s next-gen PlayStation release to 2028 or 2029, while Nintendo may raise the Switch 2 price this year, signaling a rare pause in Sony’s console cadence as memory supplies tighten (Bloomberg cites industry sources; no official comment yet).
Valve says it must revisit the exact shipping schedule and pricing for Steam Frame (and Steam Machine) due to ongoing memory and storage shortages, but still aims to ship in the first half of 2026 and hopes to price Steam Frame below the $1000 Index full-kit, with concrete prices and dates to be announced as circumstances allow.
Nvidia is not expected to release a new gaming GPU in 2026, as a worsening memory shortage driven by AI demand forces the company to allocate memory to AI servers and slow production of the GeForce RTX 50 lineup; its planned incremental RTX 50 update (Kicker) has been delayed, delaying the RTX 60 series, though the RTX 5090 remains in high demand. Gaming revenue has shrunk to about 8% of Nvidia’s nine-month revenue to October from 35% in 2022, while AI chips generate higher margins; analysts still rate NVDA as a Strong Buy with a $260 average target.
Qualcomm topped Q1 with EPS of $3.50 on revenue of $12.25B, but the stock fell as guidance for the next quarter came in below expectations due to memory-chip shortages and weaker smartphone demand, especially in China. The company guided to $2.45–$2.65 per share and $10.2B–$11B in revenue, signaling near-term headwinds despite strong AI data-center chip demand. Investors will parse memory-supply stabilization and handset demand recovery, while Qualcomm emphasizes longer-term growth in automotive and IoT; analysts show a Moderate Buy with upside to roughly $184.67.
Valve says the Steam Machine and Steam Frame launch timing and pricing are being revisited due to widespread memory and storage shortages, with potential price increases beyond the initial $700–$800 target. While release dates haven’t been ruled out, supply constraints are prompting a delay in concrete pricing. Valve maintains the hardware will support 4K 60 FPS with FSR, and plans to keep SSD/memory upgradeable, plus provide CAD docs for accessories. The memory crunch is also affecting other hardware launches in the industry.
Valve says memory and storage shortages are forcing a review of the launch timetable and pricing for the Steam Machine, Steam Frame, and updated Steam Controller. While release dates aren’t officially changed, a concrete price point may be higher than the initial $700–$800 estimates due to RAM/SSD costs amid AI-driven demand. The hardware is still pitched to support 4K60 FPS with FSR, and CAD faceplate specs plus upgradeable SSD/memory are planned to enable third-party accessories.
Nintendo’s shares fell over 10% after quarterly revenue missed estimates as a rare memory-chip shortage raises costs and could squeeze margins, even though profit rose 24% and revenue climbed 86% on solid Switch 2 sales. The company kept its full-year Switch 2 outlook, but investors worry about long-term component costs. With upcoming titles like Mario Tennis Fever and Pokopia and a Super Mario Galaxy movie planned, Nintendo hopes to sustain momentum, though analysts say 2026 could be pivotal for broad Switch appeal.
Asus is winding down production of the RTX 5070 Ti due to a memory shortage and has placed the card in end-of-life status, with reports that the 16GB RTX 5060 Ti is affected as well; Nvidia says memory supply remains constrained but it continues shipping GeForce GPUs, while some partners like PNY still plan to ship new 50-series cards.
Framework raised the price of its Desktop PCs in response to the global RAM shortage: the base 32GB RAM Framework Desktop now starts at $1,139 (up from $1,099), the 64GB configuration is $1,639 (up from $1,599), and the 128GB option is $2,459 (up from $1,999). The move follows earlier RAM-module price hikes and underscores widespread memory-cost pressure that suppliers like Raspberry Pi and PC makers warn could last into 2027.
Industry reports say NVIDIA is shifting RTX 50-series production toward the RTX 5060 and 5060 Ti 8GB cards due to a memory shortage, reducing output of 16GB variants and potentially pushing prices higher across the lineup; top-tier RTX 5090/5080 models are already trading well above MSRP, while NVIDIA hints at reviving older GPUs like the 3060 8GB to meet entry-level demand amid ongoing memory volatility, a situation unlikely to ease until memory production expands in the next few years.