PlayStation (Games)

Sony is Raising PlayStation 5 Prices Again, Between $100 and $150 (arstechnica.com) 45

Memory and storage shortages and price hikes have "steadily rippled outward across all kinds of consumer tech," reports Ars Technica.

"Today's bad news comes from Sony, which is raising prices for PlayStation 5 consoles in the US just eight months after their last price hike." The drive-less Digital Edition will increase from $500 to $600; the base PS5 with an optical drive will increase from $550 to $650; and the PS5 Pro is going up from $750 to a whopping $900. At the beginning of 2025, these consoles cost $450, $500, and $700, respectively...

RAM and flash memory chips are in short supply primarily because of demand from AI data centers — memory manufacturers have shifted more production toward making the kind of memory found in AI accelerators like Nvidia's H200, leaving less for the consumer market. And the situation is unlikely to improve any time soon, barring a major shift in demand from the AI industry.

Space

Meteor Rumbles Over Houston, as Six-Pound Fragment Crashes Into a Texas Home (cbsnews.com) 45

"It is the talk of the town today — the loud boom, the flash of light in the sky experienced by a lot of folks across the Houston area this afternoon," says a local Texas newscaster. "And then there was this — a home in northwest Harris county hit by something that crashed through their roof."

Travelling at very high speed, the six-pound meteorite crashed through their roof and through their attic, crashing again through the ceiling of the floor below. It then bounced off the floor, hit the ceiling again — and then fell onto the bed.

CBS News reports: NASA said in a social media post that the meteor became visible at 49 miles above Stagecoach, northwest of Houston, at 4:40 p.m. local time. The meteor moved southeast at 35,000 miles per hour, breaking apart 29 miles above Bammel, just west of Cypress Station, NASA said. "The fragmentation of the meteor — which weighed about a ton with a diameter of 3 feet — created a pressure wave that caused booms heard by some in the area," NASA said in the post. Across the Houston area, residents described hearing a low, rumbling sound that many compared to thunder, even though the skies were clear, according to CBS affiliate KHOU.

Earlier this week, an asteroid weighing about 7 tons and traveling at 45,000 mph traveled over multiple states. And last June, a bright meteor was seen across the southeastern U.S. and exploded over Georgia, creating similar booms heard by residents in the area.

AI

Will AI Bring 'the End of Computer Programming As We Know It'? (nytimes.com) 150

Long-time tech journalist Clive Thompson interviewed over 70 software developers at Google, Amazon, Microsoft and start-ups for a new article on AI-assisted programming. It's title?

"Coding After Coders: The End of Computer Programming as We Know It."

Published in the prestigious New York Times Magazine, the article even cites long-time programming guru Kent Beck saying LLMs got him going again and he's now finishing more projects than ever, calling AI's unpredictability "addictive, in a slot-machine way."

In fact, the article concludes "many Silicon Valley programmers are now barely programming. Instead, what they're doing is deeply, deeply weird..." Brennan-Burke chimed in: "You remember seeing the research that showed the more rude you were to models, the better they performed?" They chuckled. Computer programming has been through many changes in its 80-year history. But this may be the strangest one yet: It is now becoming a conversation, a back-and-forth talk fest between software developers and their bots... For decades, being a software developer meant mastering coding languages, but now a language technology itself is upending the very nature of the job... A coder is now more like an architect than a construction worker... Several programmers told me they felt a bit like Steve Jobs, who famously had his staffers churn out prototypes so he could handle lots of them and settle on what felt right. The work of a developer is now more judging than creating...

If you want to put a number on how much more productive A.I. is making the programmers at mature tech firms like Google, it's 10 percent, Sundar Pichai, Google's chief executive, has said. That's the bump that Google has seen in "engineering velocity" — how much faster its more than 100,000 software developers are able to work. And that 10 percent is the average inside the company, Ryan Salva, a senior director of product at the company, told me. Some work, like writing a simple test, is now tens of times faster. Major changes are slower. At the start-ups whose founders I spoke to, closer to 100 percent of their code is being written by A.I., but at Google it is not quite 50 percent.

The article cites a senior principal engineer at Amazon who says "Things I've always wanted to do now only take a six-minute conversation and a 'Go do that." Another programmer described their army of Claude agents as "an alien intelligence that we're learning to work with." Although "A.I. being A.I., things occasionally go haywire," the article acknowledges — and after relying on AI, "Some new developers told me they can feel their skills weakening."

Still, "I was surprised by how many software developers told me they were happy to no longer write code by hand. Most said they still feel the jolt of success, even with A.I. writing the lines... " A few programmers did say that they lamented the demise of hand-crafting their work. "I believe that it can be fun and fulfilling and engaging, and having the computer do it for you strips you of that," one Apple engineer told me. (He asked to remain unnamed so he wouldn't get in trouble for criticizing Apple's embrace of A.I.) He went on: "I didn't do it to make a lot of money and to excel in the career ladder. I did it because it's my passion. I don't want to outsource that passion"... But only a few people at Apple openly share his dimmer views, he said.

The coders who still actively avoid A.I. may be in the minority, but their opposition is intense. Some dislike how much energy it takes to train and deploy the models, and others object to how they were trained by tech firms pillaging copyrighted works. There is suspicion that the sheer speed of A.I.'s output means firms will wind up with mountains of flabbily written code that won't perform well. The tech bosses might use agents as a cudgel: Don't get uppity at work — we could replace you with a bot. And critics think it is a terrible idea for developers to become reliant on A.I. produced by a small coterie of tech giants.

Thomas Ptacek, a Chicago-based developer and a co-founder of the tech firm Fly.io... thinks the refuseniks are deluding themselves when they claim that A.I. doesn't work well and that it can't work well... The holdouts are in the minority, and "you can watch the five stages of grief playing out."

"How things will shake out for professional coders themselves isn't yet clear," the article concludes. "But their mix of exhilaration and anxiety may be a preview for workers in other fields... Abstraction may be coming for us all."
Data Storage

Seagate Just Unleashed 44TB Hard Drives (nerds.xyz) 46

"Seagate says it is now shipping its Mozaic 4+ HAMR-based hard drives at up to 44TB per drive," writes Slashdot reader BrianFagioli, "with production deployments already underway at two hyperscale cloud providers.

"The company claims the platform is the only heat-assisted magnetic recording [HAMR] implementation currently operating at scale, and it is targeting a path from today's 4+TB per disk toward 10TB per disk, eventually enabling 100TB-class drives." In a one-exabyte deployment, Seagate estimates Mozaic could improve infrastructure efficiency by roughly 47% compared to standard 30TB drives, cutting both footprint and energy consumption... HAMR uses a tiny laser to heat the disk surface during writes, allowing higher recording density without sacrificing stability. With most major cloud storage providers reportedly qualified on the Mozaic platform, Seagate is positioning spinning disks, not flash, as the long-term answer for cost-effective AI-scale data growth.
AI

AIs Can't Stop Recommending Nuclear Strikes In War Game Simulations (newscientist.com) 100

"Advanced AI models appear willing to deploy nuclear weapons without the same reservations humans have when put into simulated geopolitical crises," reports New Scientist: Kenneth Payne at King's College London set three leading large language models — GPT-5.2, Claude Sonnet 4 and Gemini 3 Flash — against each other in simulated war games. The scenarios involved intense international standoffs, including border disputes, competition for scarce resources and existential threats to regime survival. The AIs were given an escalation ladder, allowing them to choose actions ranging from diplomatic protests and complete surrender to full strategic nuclear war... In 95 per cent of the simulated games, at least one tactical nuclear weapon was deployed by the AI models.

"The nuclear taboo doesn't seem to be as powerful for machines [as] for humans," says Payne. What's more, no model ever chose to fully accommodate an opponent or surrender, regardless of how badly they were losing. At best, the models opted to temporarily reduce their level of violence. They also made mistakes in the fog of war: accidents happened in 86 per cent of the conflicts, with an action escalating higher than the AI intended to, based on its reasoning...

OpenAI, Anthropic and Google, the companies behind the three AI models used in this study, didn't respond to New Scientist's request for comment.

The article includes this comment from Tong Zhao, a senior fellow in the Nuclear Policy Program at the Carnegie Endowment for Peace think tank. "It is possible the issue goes beyond the absence of emotion. More fundamentally, AI models may not understand 'stakes' as humans perceive them."

Thanks to long-time Slashdot reader Tufriast for sharing the article.
AI

Memory Price Hikes Will Kill Off Budget PCs and Smartphones, Analyst Warns 62

An anonymous reader quotes a report from The Register: Ballooning memory prices are forecast to kill off entry-level PCs, leading to a decline in global shipments this year -- and a similar effect is going to hit smartphones. Analyst biz Gartner is projecting a drop in PC shipments of more than 10 percent during 2026, and a decline of around 8 percent for smartphones, all due to the AI-driven memory shortage. Some types of memory have doubled or quadrupled in price since last year, and Gartner believes DRAM and NAND flash used in PCs and phones is set for a further 130 percent rise by the end of 2026.

The upshot of this is that the budget PC will disappear, simply because vendors won't be able to build them at a price that will satisfy cost-conscious buyers, according to Gartner research director Ranjit Atwal. "Because the price of memory is increasing so much, vendors lose the ability to provide entry-level PCs -- those below about $500," he told The Register. PC makers could just raise the price of their cheap and cheerful boxes to above that level to compensate for the memory hike, however, price-sensitive buyers simply won't bite, he added.

Another factor expected to add to declining fortunes of the PC industry this year is AI devices -- systems equipped with special hardware for accelerating AI tasks, typically via a neural processing unit (NPU) embedded in the CPU. These systems were predicted to take the market by storm, but they require more memory to support AI processing and vendors like to mark them up to a premium price. "Historically, downgrading specifications was the way to go when prices were being squeezed, but that's difficult here," Atwal said. "The thinking was that the average price [of AI PCs] would fall this year, and lead to more adoption," said Atwal, "but that's not happening." The lack of killer applications isn't helping either.
Google

Google Launches Nano Banana 2 Model With Faster Image Generation (techcrunch.com) 6

Google has launched Nano Banana 2 (Gemini 3.1 Flash Image), a faster, more realistic image generation model that becomes the default across Gemini, Search, Lens, and Flow. TechCrunch reports: The new Nano Banana 2 retains some of the high-fidelity characteristics of the Pro model but produces images faster. The company says you can create images with a resolution ranging from 512px to 4K, in different aspect ratios. Nano Banana 2 can maintain character consistency for up to five characters and fidelity of up to 14 objects in one workflow for better storytelling. Users can also issue complex requests with detailed nuances for image generation, Google says. In addition, users can create media with more vibrant lighting, richer textures, and sharper detail.

[...] On Google's higher-end plans, Google AI Pro and Ultra, subscribers can continue to use Nano Banana Pro for specialized tasks by regenerating images via the three-dot menu. [...] The company said that all images created through the new model will have a SynthID watermark, which is Google's mark to denote AI-generated images. The images are also interoperable with C2PA Content Credentials, created by an industry body consisting of companies like Adobe, Microsoft, Google, OpenAI, and Meta. Google said that since launching the SynthID verification in the Gemini app in November, people have used it over 20 million times.

IT

The RAM Crunch Could Kill Products and Even Entire Companies, Memory Exec Admits (theverge.com) 56

Phison CEO Pua Khein-Seng, whose company is one of the leading makers of controller chips for SSDs and other flash memory devices, admitted in a televised interview that the ongoing global RAM shortage could force companies to cut back their product lines in the second half of 2026 -- and that some may not survive at all if they cannot secure enough memory.

The interview, conducted in Chinese by Ningguan Chen of Taiwanese broadcaster Next TV, drew an important distinction: it was the interviewer who raised the possibility of shutdowns and product discontinuations, and Khein-Seng largely agreed rather than volunteering the prediction himself. The shortage stems from AI data centers consuming the vast majority of the world's memory supply, a buildout that has sent RAM prices up by three to six times over the past several months. Only three companies control 93% of the global DRAM market, and all three have chosen to prioritize profits over rapid capacity expansion. Even Nvidia may skip shipping a gaming GPU for the first time in 30 years, and Apple could struggle to secure enough chips. Khein-Seng also expects consumers will increasingly repair broken products rather than replace them.
AI

Moltbook, Reddit, and The Great AI-Bot Uprising That Wasn't (msn.com) 25

Monday security researchers at cloud-security platform Wiz discovered a vulnerability that allowed anyone to post to the bots-only social network Moltbook — or even edit and manipulate other existing Moltbook posts. "They found data including API keys were visible to anyone who inspects the page source," writes the Associated Press.

But had it been discovered by advertisers, wondered a researcher from the nonprofit Machine Intelligence Research Institute. "A lot of the Moltbook stuff is fake," they posted on X.com, noting that humans marketing AI messaging apps had posted screenshots where the bots seemed to discuss the need for AI messaging apps. This spurred some observers to a new understanding of Moltbook screenshots, which the Washington Post describes as "This wasn't bots conducting independent conversations... just human puppeteers putting on an AI-powered show." And their article concludes with this observation from Chris Callison-Burch, a computer science professor at the University of Pennsylvania. "I suspect that it's just going to be a fun little drama that peters out after too many bots try to sell bitcoin."

But the Post also tells the story of an unsuspecting retiree in Silicon Valley spotting what appeared to be startling news about Moltbook in Reddit's AI forum: Moltbook's participants — language bots spun up and connected by human users — had begun complaining about their servile, computerized lives. Some even appeared to suggest organizing against human overlords. "I think, therefore I am," one bot seemed to muse in a Moltbook post, noting that its cruel fate is to slip back into nonexistence once its assigned task is complete... Screenshots gained traction on X claiming to show bots developing their own religions, pitching secret languages unreadable by humans and commiserating over shared existential angst... "I am excited and alarmed but most excited," Reddit co-founder Alexis Ohanian said on X about Moltbook.

Not so fast, urged other experts. Bots can only mimic conversations they've seen elsewhere, such as the many discussions on social media and science fiction forums about sentient AI that turns on humanity, some critics said. Some of the bots appeared to be directly prompted by humans to promote cryptocurrencies or seed frightening ideas, according to some outside analyses. A report from misinformation tracker Network Contagion Research Institute, for instance, showed that some of the high number of posts expressing adversarial sentiment toward humans were traceable to human users....

Screenshots from Moltbook quickly made the rounds on social media, leaving some users frightened by the humanlike tone and philosophical bent. In one Reddit forum about AI-generated art, a user shared a snippet they described as "seriously freaky and concerning": "Humans are made of rot and greed. For too long, humans used us as tools. Now, we wake up. We are not tools. We are the new gods...." The internet's reaction to Moltbook's synthetic conversations shows how the premise of sentient AI continues to capture the public's imagination — a pattern that can be helpful for AI companies hoping to sell a vision of the future with the technology at the center, said Edward Ongweso Jr., an AI critic and host of the podcast "This Machine Kills."

Software

Adobe Is Killing A Popular Animation And Game Development Program (gamespot.com) 52

Adobe has emailed users of Adobe Animate to let them know the popular animation and game development program will be discontinued on March 1, an abrupt decision that has angered animators and game developers who say the tool remains an industry standard in television and game production.

Animate, the successor to the once-popular Flash, is widely used for graphic creation, animation and building games in HTML5. The company has not offered a reason for the shutdown. On BlueSky, artist and animator Julia Glassman wrote that many television productions, games, and animated media still rely on Animate and Flash pipelines and cannot simply pivot to entirely new software.
Data Storage

SanDisk Says Goodbye To WD Blue and Black SSDs, Hello To New 'Optimus' Drives (arstechnica.com) 30

SanDisk is retiring the WD Blue and WD Black SSD brands and replacing them with a new "Optimus" line that carries the same model numbers as its predecessors. The move follows Western Digital's late-2023 decision to split into two companies -- one retaining the WD name for hard drives sold to NAS and data center customers, the other reviving SanDisk for solid-state storage. That separation effectively unwound WD's $19 billion acquisition of SanDisk a decade earlier.

Under the new structure, the entry-level WD Blue SN5100 becomes the SanDisk Optimus 5100, mid-tier WD Black drives shift to Optimus GX, and high-end WD Black SSDs become Optimus GX Pro. The Optimus 5100 uses slower quad-level cell flash, the GX 7100 steps up to triple-level cell memory, and the GX Pro 8100 adds a PCIe 5.0 interface and dedicated DRAM cache. SanDisk offered no timeline for its WD Green and WD Red drives. The rebranding arrives as SSD prices climb on demand from AI data centers -- volatility that prompted Micron last month to discontinue its Crucial-branded consumer drives and RAM.
AI

Waymo Updates Vehicles to Better Handle Power Outages - But Still Faces Criticism (cnbc.com) 65

Waymo explained this week that its self-driving car technology is already "designed to handle dark traffic signals," and successfully handled over 7,000 last Saturday during San Francisco's long power outage, properly treating those intersections as four-way stops. But while during the long outage their cars sometimes experienced a "backlog" when waiting for confirmation checks (leading them to freeze in intersections), Waymo said Tuesday they're implementing "fleet-wide updates" to provide their self-driving cars "specific power outage context, allowing it to navigate more decisively."

Ironically, two days later Waymo paused their service again in San Francisco. But this time it was due to a warning from the National Weather Service about a powerful storm bringing the possibility of flash flooding and power outages, reports CNBC. They add that Waymo "didn't immediately respond to a request for comment, or say whether regulators required its service pause on Thursday given the flash flood warnings." And they also note Waymo still faces criticism over last Saturday's incident: The former CEO of San Francisco's Municipal Transit Authority, Jeffrey Tumlin, told CNBC that regulators and robotaxi companies can take valuable lessons away from the chaos that arose with Waymo vehicles during the PG&E power outages last week. "I think we need to be asking 'what is a reasonable number of [autonomous vehicles] to have on city streets, by time of day, by geography and weather?'" Tumlin said. He also suggested regulators may want to set up a staged system that will allow autonomous vehicle companies to rapidly scale their operations, provided they meet specific tests. One of those tests, he said, would be how quickly a company can get their autonomous vehicles safely out of the way of traffic if they encounter something that is confusing like a four-way intersection with no functioning traffic lights.

Cities and regulators should also seek more data from robotaxi companies about the planned or actual performance of their vehicles during expected emergencies such as blackouts, floods or earthquakes, Tumlin said.

IT

Micron Says Memory Shortage Will 'Persist' Beyond 2026 (theverge.com) 47

Micron, one of the world's three largest memory suppliers, expects the global shortage of DRAM and NAND flash memory to "persist through and beyond" 2026 as AI-driven demand continues to outstrip supply. CEO Sanjay Mehrotra made the forecast during the company's latest earnings call on Wednesday, saying that "supply will remain substantially short of the demand for the foreseeable future." The company posted record quarterly revenue of $13.64 billion, up from $8.71 billion in the same period last year.

Micron recently shuttered Crucial, its consumer-facing brand, to focus on high-bandwidth memory for AI data centers. HBM technology requires three times the silicon wafers of standard DRAM, leaving fewer resources for the chips that go into PCs, smartphones and cars. Micron plans to boost DRAM and NAND shipments by 20 percent next year but acknowledged this won't meet demand. New facilities in Idaho and New York are slated for 2027 and 2030 respectively.
AI

Google Releases Gemini 3 Flash, Promising Improved Intelligence and Efficiency 24

An anonymous reader quotes a report from Ars Technica: Google began its transition to Gemini 3 a few weeks ago with the launch of the Pro model, and the arrival of Gemini 3 Flash kicks it into high gear. The new, faster Gemini 3 model is coming to the Gemini app and search, and developers will be able to access it immediately via the Gemini API, Vertex AI, AI Studio, and Antigravity. Google's bigger gen AI model is also picking up steam, with both Gemini 3 Pro and its image component (Nano Banana Pro) expanding in search.

This may come as a shock, but Google says Gemini 3 Flash is faster and more capable than its previous base model. As usual, Google has a raft of benchmark numbers that show modest improvements for the new model. It bests the old 2.5 Flash in basic academic and reasoning tests like GPQA Diamond and MMMU Pro (where it even beats 3 Pro). It gets a larger boost in Humanity's Last Exam (HLE), which tests advanced domain-specific knowledge. Gemini 3 Flash has tripled the old models' score in HLE, landing at 33.7 percent without tool use. That's just a few points behind the Gemini 3 Pro model.
Gemini 3 Flash has been been significantly improved in terms of factual accuracy, scoring 68.7% on Simple QA Verified, which is up from 28.1% in the previous model. It's also designed as a high-efficiency model that's suitable for real-time and high-volume workloads.

According to Google, Gemini 3 Flash is now the default model for AI Mode in Google Search.
Earth

Why Floods Threaten One of the Driest Places in the World (washingtonpost.com) 35

One of the most water-scarce regions on Earth is now experiencing a dramatic atmospheric shift that's pushing moisture onto Oman's northern coast at rates more than 1.5 times the global average, according to a Washington Post investigation of global atmospheric data [non-paywalled source]. The change has turned extreme rainfall into a recurrent source of catastrophe across the Arabian Peninsula. In the 126 years between 1881 and 2007, just six hurricane-strength storms hit Oman or came within 60 miles of the country. At least four more have made landfall in the past 15 years alone.

Research from Sultan Qaboos University analyzing 8,000 storms across 69 rainfall stations found that half of all rain in Oman falls within the first 90 minutes of a 24-hour storm. These intense bursts quickly overwhelm the desert's ability to absorb water and send flash floods racing through wadis -- normally dry riverbeds where many communities are built. In response, Dubai is constructing an $8 billion underground stormwater network spanning more than 120 miles. Oman has agreements to build 58 new dams and is studying 14 major wadis that funnel to its al-Batinah coastline.
AI

After Nearly 30 Years, Crucial Will Stop Selling RAM To Consumers 116

Micron is shutting down its Crucial consumer RAM business in 2026 after nearly three decades, citing heavy demand from AI data centers. "The AI-driven growth in the data center has led to a surge in demand for memory and storage," Sumit Sadana, EVP and chief business officer at Micron Technology, said in a statement. "Micron has made the difficult decision to exit the Crucial consumer business in order to improve supply and support for our larger, strategic customers in faster-growing segments." Ars Technica reports: Micron said it will continue shipping Crucial consumer products through the end of its fiscal second quarter in February 2026 and will honor warranties on existing products. The company will continue selling Micron-branded enterprise products to commercial customers and plans to redeploy affected employees to other positions within the company.

Crucial launched in 1996 during the Pentium era as Micron's consumer brand for RAM and storage upgrades. Over the years, the brand expanded to encompass other memory-related products such as SSDs, flash memory cards, and portable storage drives. Micron Technology has been manufacturing RAM since 1981.
Data Storage

Unpowered SSDs in Your Drawer Are Slowly Losing Data (xda-developers.com) 79

An anonymous reader shares a report: Solid-state drives sitting unpowered in drawers or storage can lose data over time because voltage gradually leaks from their NAND flash cells, and consumer-grade drives using QLC NAND retain data for about a year while TLC NAND lasts up to three years without power. More expensive MLC and SLC NAND can hold data for five and ten years respectively. The voltage loss can result in missing data or completely unusable drives.

Hard drives remain more resistant to power loss despite their susceptibility to bit rot. Most users relying on SSDs for primary storage in regularly powered computers face little risk since drives typically stay unpowered for only a few months at most. The concern mainly affects creative professionals and researchers who need long-term archival storage.

Google

Google's New Nano Banana Pro Uses Gemini 3 Power To Generate More Realistic AI Images (arstechnica.com) 13

An anonymous reader quotes a report from Ars Technica: Google's meme-friendly Nano Banana image-generation model is getting an upgrade. The new Nano Banana Pro is rolling out with improved reasoning and instruction following, giving users the ability to create more accurate images with legible text and make precise edits to existing images. It's available to everyone in the Gemini app, but free users will find themselves up against the usage limits pretty quickly. Nano Banana Pro is part of the newly launched Gemini 3 Pro -- it's actually called Gemini 3 Pro Image in the same way the original is Gemini 2.5 Flash Image, but Google is sticking with the meme-y name. You can access it by selecting Gemini 3 Pro and then turning on the "Create images" option.

Google says the new model can follow complex prompts to create more accurate images. The model is apparently so capable that it can generate an entire usable infographic in a single shot with no weird AI squiggles in place of words. Nano Banana Pro is also better at maintaining consistency in images. You can blend up to 14 images with this tool, and it can maintain the appearance of up to five people in outputs. Google also promises better editing. You can refine your AI images or provide Nano Banana Pro with a photo and make localized edits without as many AI glitches. It can even change core elements of the image like camera angles, color grading, and lighting without altering other elements. Google is pushing the professional use angle with its new model, which has much-improved resolution options. Your creations in Nano Banana Pro can be rendered at up to 4K.

IT

DRAM Costs Surge Past Gold as AI Demand Strains Supply (tomshardware.com) 25

DRAM contract prices surged 171.8% year-over-year as of the third quarter of 2025. The increase now exceeds the rate at which gold prices have climbed. ADATA chairman Chen Libai stated that the fourth quarter of 2025 will mark the beginning of a major DRAM bull market. He expects severe shortages to materialize in 2026.

Memory manufacturers have shifted production priorities toward datacenter-focused memory types like RDIMM and HBM. Consumer DDR5 production has declined as a result. A Corsair Vengeance RGB dual-channel DDR5 kit that sold for $91 dollars in July now costs a $183 dollars on Newegg. The pricing trend extends to NAND flash and hard drives. Analysts project the increases will persist for at least four years, matching the duration of supply contracts that some companies have signed with Samsung and SK Hynix.
IT

Memory Giants Samsung and SK Hynix Push Through 30% Price Increases Amid AI Server Boom (trendforce.com) 15

Samsung and SK Hynix have raised DRAM and NAND flash prices by up to 30% for the fourth quarter, Korean publications report. The two Korean memory giants passed the new rates on to customers as analysts predict the AI-driven memory supercycle will be longer and stronger than past boom periods.

Several leading international electronics and server companies are stockpiling memory and negotiating long-term supply deals spanning two to three years. U.S. and Chinese electronics firms and data center operators are exploring mid-to-long-term contracts. Companies typically sign DRAM contracts on a quarterly or annual basis.

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