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- Memory module manufacturers are postponing new product launches from late 2025 until 2026.
- The delay is caused by severe memory shortages and rapidly increasing prices.
- High demand from AI and data centers is driving price hikes, pushing contract prices up 171% since Q3 2024.
According to the latest reports, numerous DRAM memory module manufacturers are delaying the launch of new memory kits. Specifically, the great bulk of new modules scheduled for announcement in the fourth quarter of 2025 has been postponed until sometime in 2026. This move is entirely due to the large price rise and current memory shortages.
Previously, we heard that Samsung hiked the price of its memory by up to 60% in November compared to September. Meanwhile, other memory chip manufacturers have boosted prices by 40% to 50%.
However, prices are predicted to rise further, with another large increase anticipated in 2026. Delays are intended to wait for memory prices to stabilize.
To put this into context, contract prices for DRAM memory jumped by nearly 171% compared to the third quarter of 2024. This is due to the massive demand for memory across industries such as artificial intelligence, data centres, and high-performance servers. Furthermore, memory manufacturers are unlikely to announce immediate plans to increase consumer PC memory production significantly.
Due to the ongoing AI boom, they are prioritising the production of server-grade DDR5 memory, which is significantly more expensive but has higher margins. As a result, not only is consumer computer memory manufacturing falling behind, but it is also being reduced in favour of other forms of memory.
The difficulty is that DRAM memory module manufacturers such as CORSAIR, Kingston, and G.SKILL will pay more for memory chips manufactured by Samsung, SK Hynix, and Micron. However, these companies are unable to pass on the price hikes to their clients.
Essentially, since end users are unlikely to buy RAM at $200 to $300, manufacturers will absorb some of the price rise, so releasing that memory now would mean selling it at a loss.
As a result, manufacturers want to wait until 2026 to see if they can create a stable recommended pricing. They also want to know whether their current modules will sell and whether they can acquire DRAM chip inventory for the next quarter. So for now, the DRAM memory manufacturers simply want to avoid the current enormous price volatility until it stabilizes.
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Sajjad Hussain is the Founder and Editor-in-Chief of Tech4Gamers.com. Apart from the Tech and Gaming scene, Sajjad is a Seasonal banker who has delivered multi-million dollar projects as an IT Project Manager and works as a freelancer to provide professional services to corporate giants and emerging startups in the IT space.
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