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Nvidia has reportedly halted production of the GeForce RTX 5090, with leaked factory notices suggesting its core chip will be repurposed for AI and data center cards. This move positions the RTX 5080 24GB as the new flagship gaming GPU in the 50-series. The decision is linked to an industry-wide memory shortage, heavily influenced by surging AI demand, impacting consumer tech across the board.
Kepler Computing has emerged from stealth with a new chip architecture using 3D stacking and proprietary materials to solve the global memory shortage, bypassing expensive EUV lithography. Backed by $468M and a US Commerce Department commitment, the startup aims to boost HBM and SRAM density, essential for the AI boom.
Trying to buy an Apple MacBook Air M5 revealed frustrating month-long shipping delays and recent price hikes due to a global memory shortage. Third-party retailers might offer immediate availability and better prices for now.
Apple's Mac Mini and Mac Studio are facing severe supply chain challenges, leading to months-long shipping delays and substantial price increases. The issues stem from high demand for local AI processing and a critical global shortage of memory components.
Roku has raised prices on its streaming hardware by up to $50 across its product line, including popular devices like the Roku Ultra and Streaming Stick. The company attributes these significant hikes to a persistent global memory component shortage, exacerbated by high demand from AI companies. This move mirrors similar price adjustments seen across the tech industry, including Apple's recent increases.
The smartphone market in Q2 2026 hit historic lows due to a memory shortage, but Apple and Samsung are thriving. Consumers face higher prices, especially for budget phones, but benefit from longer software support, encouraging extended device ownership.
Phison CEO Pua Khein-Seng warns of a severe RAM crunch by late 2026, threatening product line cuts and even company failures due to component shortages. This dire prediction, confirmed by sources to The Verge, highlights a critical vulnerability in the global tech supply chain.
