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with a leaker saying Microsoft has warned partners about serious RAM shortages and that it could affect the Xbox hardware very soon.
When it comes to Xbox specifically, the leaker claims that Microsoft's console business is about to feel the pressure much sooner than expected. According to his sources, Microsoft has apparently warned certain partners that RAM shortages could impact Xbox Series consoles "very, very soon."
"[Microsoft] didn't plan ahead at all, apparently," Moore's Law is Dead said in the video. "If you still want an Xbox for some reason at their current pricing, those prices could go up soon, or supply could just entirely dry up because multiple sources of mine have apparently been warned by sales reps at Microsoft that this is going to affect the Xbox Series consoles very, very soon. Sooner rather than later."
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Wtf this is going to effect all consoles.
SK Hynix to Scale Up 1c DRAM Production For GDDR7 & SOCAMM Modules, Likely to Target the AI Industry
We have reported on memory shortages extensively in recent days, and the supply chain is already preparing for adjustments by increasing production capacities. According to a report by the Korean media outlet Hankyung, SK hynix plans to expand its DRAM production capacity by more than eight times by 2026, to meet the requirements of CSPs and companies such as NVIDIA/AMD. It is reported that at SK hynix's Icheon campus, 1c DRAM production is expected to increase by 140,000 units per month, currently at 20,000 units, which represents a significant rise.
The capacity increase will be allocated towards products like GDDR7 modules and low-power SOCAMM memory, that has seen massive adoption over the months in AI servers. SK hynix isn't the only company looking to expand production; Samsung, Micron, and other suppliers are also proceeding rapidly to increase production numbers, as the demand for memory brought in by inference is gigantic right now.
However, it's still important to note that efforts to upscale DRAM production will be targeted entirely towards the AI industry; hence, for the consumer segment, there's still a long way ahead before shortages end.