The RAM shortage is causing unprecedented changes to the consumer electronics market in a number of ways, from high prices to PC manufacturers looking for alternative RAM supply, reportedly looking to Chinese memory manufacturers to fulfill the demand.
The low amount of stock has in large part been due to major memory brands like Micron and others exiting the consumer space and looking to divert their efforts to AI data centers. This has caused huge price increases across the industry, with RAM products having surged in price by up to 90% compared to Q4 2025. The lower amount of stock is also making it harder for consumer electronics manufacturers to find the memory they need to build their products. Which has led to increased costs of those products. While some companies have held out and may look to wait out the low stock and price surges, some are potentially turning to the only alternative available.
Major PC manufacturers are considering Chinese memory companies for the RAM they need
The shortage of RAM modules has made it increasingly difficult for manufacturers to acquire the modules they need without increasing the prices of their products. In some cases, price increases have been the result. However, not all OEMs are keen to raise the price for consumers.
Nikkei Asia reports that several major PC manufacturers are now evaluating whether or not Chinese memory modules will serve the purpose they need. This includes companies like HP, ASUS, Dell, Acer. According to the report, these companies are now in contact with China’s CXMT to see if its DDR5 memory modules will be a fit for their products. If things go smoothly, the goal is to have these memory modules integrated with products by the end of 2026. With that timeline in mind, consumers could still be in for increased pricing on several different computing products for the majority of the year.
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