Two research firms just confirmed what the memory crisis feels like: more expensive phones and laptops, with no meaningful price relief before 2028.
Sergei Starostin / Pexels
If you were hoping the memory crisis was about to ease up, I have some bad news for you. It comes directly from Wall Street.
Your next smartphone, laptop, or tablet could cost even more, regardless of whether it has recently been subject to a price hike.
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So how bad is it actually going to get?
Investment bank Jefferies has laid out the clearest and ugliest forecast yet.
Memory prices are expected to jump by 40-50% in the third quarter of 2026 compared with the current quarter. While it would have been great if they had stopped there, prices could rise by another 30-40% in the fourth quarter of the year.
For all of 2027, Jefferies projects a 40-45% year-on-year increase. Based on those sequential estimates, we’re looking at a compounded price increase of roughly 150-205% between today and the end of 2027. If I were in the market for a new smartphone or laptop, I’d be worried.
The only real relief comes in 2028, when roughly 15-20% of new manufacturing capacity is expected to come online. Even then, demand for AI and computing will continue to grow simultaneously. In other words, the new supply may not stretch as far (via Wccftech).
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What does this mean for the price of your next phone or laptop?
Research firm Gartner had separately predicted that combined DRAM and SSD prices could surge 130% by the end of 2026, pushing average PC prices up 17% and smartphone prices up 13% compared to 2025 levels.
That 13%, when you do the math, on a $1,000 phone, amounts to an additional $130 on your bill. Gartner also warned that the entry-level PC segment, devices costing less than $500, could effectively disappear by 2028, simply because companies might not be able to recoup their component costs, let alone earn a healthy margin.
Making things worse, 50% of total memory capacity is already locked into long-term contracts with major tech firms, a figure that could increase even further to 70%, leaving even less supply for consumer devices (via CNBC).
For more than five years, Shikhar has consistently simplified developments in the field of consumer tech and presented them…
Claude Fable 5 is leaving subscriptions, but maybe not for good
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Anthropic’s most advanced publicly available Claude model is still leaving standard subscription access after July 7, but the company is now trying to calm fears that the move is permanent.
Fable 5 recently returned to Claude after drawing scrutiny from the U.S. government. Anthropic said it would be included on Pro, Max, Team, and select Enterprise plans for up to 50% of weekly usage limits through July 7. After that date, the model is set to move to usage-credit billing, meaning users will pay for access outside their regular plan limits.
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Four popular AI browsers can be exploited to steal your data from other open tabs.
AI browsers are being sold as the next big thing. They can summarize pages, book trips, and even make purchases for you. But a new study from the University of Washington found that four of the seven most popular ones come with a security risk serious enough to let malicious websites steal data from other sites you have open. The more capable the browser, the bigger the risk turns out to be.
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Valve just gave away the blueprint for its coolest Steam Machine mod
Valve giving away the recipe instead of the dish, and honestly, we're okay with it.
While Valve’s Steam Machine launched at a higher-than-expected price due to the AI-driven chip shortage, it seems that the company is not sitting on its haunches and is still working hard to make the product more enticing to users.
One of the coolest features of the Steam Machine is the user-customizable front faceplate, and Valve has just made it better. The company open-sourced its "Inkterface" project, which allows users to build their own e-ink faceplate for the Steam Machine.
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