"US PC shipments are set to fall by 13 percent this year thanks to the ongoing memory and storage crisis, with budget PCs hardest hit. Memory and storage costs will see at least a 60 percent increase during Q1 2026, compounding last year's rises of 40 to 70 percent."
"Sony has been forced to stop taking orders for its CFexpress and SD memory card products due to an inability to secure supplies of necessary flash silicon, as chipmakers prioritize more profitable enterprise SSDs for AI servers."
"Samsung Electronics and SK hynix are stepping up investment in their wafer fabrication plants in China to boost memory chip supply, with SK hynix's Wuxi facility accounting for over 30 percent of its total DRAM output."
US PC shipments are expected to decrease by 13% this year, primarily due to a memory and storage crisis. Memory and storage costs are forecasted to rise by at least 60% in Q1 2026, compounding last year's increases of 40 to 70%. Sony has halted orders for certain memory products due to supply issues. Smaller PC manufacturers may also struggle with DRAM shortages. Major companies like Samsung and SK hynix are increasing investments in fabrication plants to enhance memory chip supply.
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