The PC industry has now fallen into a state of "desperation". Faced with extremely tight memory supply, PC industry giants like Asus, HP and Dell are sitting on huge sums of money but cannot get enough memory.South Korean media reported that DDR5 memory prices are expected to surge by 45% next year after experiencing a sharp increase. This situation is forcing the entire supply chain to reshuffle.
Faced with out-of-control memory supply, PC manufacturers currently have only three extremely difficult options left:
Product prices increased significantly:Directly passing costs on to consumers, this will not only dampen purchase intentions, but also require manufacturers to significantly increase prices to cover the current contract price.
Reduce configuration:Now that software generally recommends starting with 16GB, manufacturers are forced to return to 8GB of memory in mainstream notebooks and increase shipments by diluting the memory usage of single machines.
Postponement:This is also a solution that manufacturers are currently exploring. For example, the RTX 50 SUPER has been postponed to the second quarter of 2026, and AMD’s RDNA 5 graphics card is not expected to be launched until the second half of 2027.
Industry insiders admit that postponing product releases or reducing high-end product lines has become an inevitable choice for market response strategies.
