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AI & Enterprise

AMD Radeon hit by memory shortage, 10 percent graphics card price hike rumoured

AMD may raise prices for graphics memory used in Radeon graphics cards as component costs climb amid a supply shortage, industry watchers say. Reports cited by overseas media say AMD is considering a roughly 10 percent increase in prices for graphics memory kits for Radeon GPUs as early as July, which could push up consumer prices via add-in-board partners. AMD has not officially confirmed the reports. The market is also watching broader memory price rises across PC hardware.

Industry

PC memory price rises may ease as Asus sees smaller hikes, SK Hynix DDR5 output seen rising

A surge in PC memory prices in the first half may lose momentum in the second half, a forecast said. Asus expects any additional price increases to be limited to the single digits after earlier steep rises, citing stabilising memory and storage costs and weaker tolerance for further big hikes. Markets are also watching whether SK Hynix may slow HBM output growth and raise production of commodity DRAM, potentially easing shortages and price pressure for consumer DDR5 memory.

AI & Enterprise

Nvidia faces first gap in annual GeForce launches in 30 years as AI chips take priority

Nvidia is expected to break its annual gaming GPU launch streak dating back to the 1990s by not releasing a new GeForce GPU generation in 2026. Foreign media reports said the company’s strategy has shifted from gaming to AI chips, compounded by an industrywide memory shortage. Profitability also differs sharply, with Blackwell AI chips priced as high as $40,000 each versus $299 to $1,999 for gaming GPUs. AMD and Intel also face supply constraints tied to memory shortages.