Global Memory Supply Faces Severe Disruptions Amid AI-Driven Demand Surge

Industry Alert: Memory Supply Shortages and Price Surge Impact 3RTablet Products

AI Boom Triggers Structural Imbalance in Memory Supply

The global memory industry is undergoing unprecedented turbulence as the rapid expansion of AI applications drives a sharp increase in demand for advanced memory technologies. In particular, DDR5 and HBM —key components for AI training and large-scale data processing—have experienced explosive growth, significantly compressing production capacity for mainstream DRAM products such as DDR3 and DDR4.

Several major memory manufacturers, including Samsung and Micron, have partially suspended production of conventional memory lines to prioritize AI-related components. This shift has contributed to escalating production costs and extended delivery times across the entire supply chain.

— Reference report (news link):

Exclusive: Samsung hikes memory chip prices by up to 60% as shortage worsens, sources say | Reuters

AI infrastructure boom drives historic DRAM shortage and price surge across semiconductor markets - Astute Group

DRAM prices skyrocket 171% year-over-year, outpacing the rate of gold price increases — AI demand drives massive price hikes as shortage takes hold | Tom's Hardware

Worsening Shortages and Escalating Prices Across the Market

Industry data indicates that the memory sector is entering one of its most volatile periods in recent years. Market conditions include:

● Acute supply shortages in DRAM, LPDDR, and eMCP components

●“Daily price changes”driven by speculative activity and constrained output

● Companies resorting to advance cash payments to secure limited inventory

● Suppliers increasingly unable to provide quotations or delivery schedules

● Widespread implementation of allocation mechanisms, prioritizing orders with confirmed deposits and defined quantities

Market analysts describe the current trend as part of a broader “Memory Super-Cycle”, with spot prices for certain DDR4 models rising at levels comparable to or exceeding DDR5 in specific segments.

Impact on 3Rtablet Product Lines

The ongoing supply imbalance has direct implications for 3Rtablet’s product portfolio, which utilizes LPDDR, eMCP, and other memory components across:

● Industrial Tablets

● Rugged Tablet; Mobile Data Terminal

● Intelligent Terminal

With rising procurement costs and intensifying shortages, these disruptions are beginning to influence both production schedules and final product pricing.

3Rtablet Calls for Early Coordination With Global Partners

In response to the evolving market situation, 3Rtablet reaffirmed our commitment to proactive “ early communication, transparent sharing, and coordinated planning” with our partners.

Upon receiving early supply-chain alerts, we call upon all customers to facilitate:

● Early risk assessment

● Production planning revisions

● Long-term cost management

● Secured allocation for critical projects

However, the pace of market deterioration has exceeded previous forecasts. Current data suggests that elevated memory prices and supply constraints may persist through the entire 2026 calendar year, with further tightening expected in Q1.

To ensure supply stability and minimize operational risks, 3Rtablet emphasizes the urgency of finalizing future stocking and procurement strategies as early as possible.

Recommendation: Partners Encouraged to Submit 2026 Demand Forecasts

Given the exceptional market conditions, 3Rtablet is advising all global partners to:

1. Conduct early assessments of 2026 memory-related product demands

2. Discuss projected demand volumes with 3Rtablet for alignment

3. Plan procurement timelines ahead of schedule to avoid unexpected disruptions

4. Secure critical components proactively to ensure execution of high-priority projects

Early forecasting and coordinated planning remain essential to maintaining stable supply and delivery continuity.

Continued Commitment to Collaboration

3Rtablet extends sincere appreciation to all of our partners for longstanding trust and cooperation. We remain fully committed to providing timely updates and working collaboratively to navigate the current supply-chain challenges.

Act now and contact us for inquiries, clarification, or future planning discussions:

Email: sales1@3rtabletpc.com

WhatsApp/Wechat:+861857556175