$AMD and $NVDA are expected to raise graphics card prices in Q1 2026, with potential increases of 10–20%

$AMD has already notified partners of a $10 price increase per 8GB of VRAM

$SSNLF Samsung, $000660 SK Hynix, and $MU Micron have allocated roughly 18–28% of DRAM capacity to HBM, tightening supply for conventional memory

As a result, DRAM contract prices are up ~170% year over year.

$NVDA is also reportedly planning to cut discrete gaming GPU production by 30–40% in 1H 2026