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DRAM Shortage Spurs Samsung Expansion and NVIDIA GPU Price Hikes
Samsung announced a major expansion of its DRAM production at the Hwaseong facility to meet soaring AI‑driven data‑center demand and to keep Apple from turning to Chinese memory suppliers. The move aims to secure a steady supply of standard‑density DRAM for upcoming Apple devices, including the iPhone 18 series, even as higher RAM costs could pressure consumer pricing.
Separately, the ongoing DRAM scarcity has forced NVIDIA to inform its partners that the price of GPU‑plus‑memory packs will rise by 20‑30%. This increase is expected to lift the cost of GeForce RTX graphics cards, with entry‑level models likely to see price bumps of €10‑20 and higher‑end models facing larger adjustments.
Entities
Apple Inc. · CXMT · GeForce RTX · Nvidia Corp. · Nvidia Corporation · Samsung Electronics · Samsung Electronics Co Ltd