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TrendForce

3 articles First covered Apr 20, 2026, latest Sep 1, 2026

A hand holds a lavender Galaxy Z Fold 8 partly folded outdoors, showing the rear camera bump on one half and the inner display's home screen on the other

1 million extra Galaxy Z Fold 8s. Samsung is taking the display chips from its 2027 phones.

Korean reports say Samsung is redirecting display driver ICs booked for 2027 into Galaxy Z Fold 8 production. Some US delivery dates have slipped to October.

Macro photo of a Micron DDR5 memory module: eight DRAM packages marked 2NA45 D8BNH on a green circuit board above the gold contact pins

Hardware·2 months ago

Google blamed the Pixel 11 price hike on RAM. A gigabyte now costs $12, up from $2.80.

HBM stacks for AI accelerators outbid the DRAM in phones and laptops. Qualcomm, Roku and Google have all repriced, and IDC sees PC prices up 18.3% this year.

TrendForce chart showing Q1 2026 memory contract price increases across DRAM and NAND

Hardware·5 months ago

Why your next RAM kit costs double: the AI memory crunch, explained

DDR5 contract prices jumped 100% since 2025, HBM is eating 23% of DRAM wafers, and the fabs that could fix it don't come online until 2028. Here's the shape of the crunch.