AMD's upcoming Gorgon Halo APU, which supports up to 192GB of unified memory, faces headwinds from a sharp rise in DRAM...

AMD's upcoming Gorgon Halo APU, which supports up to 192GB of unified memory, faces headwinds from a sharp rise in DRAM prices. According to Tom's Hardware source, DRAM contract prices are forecast to climb 58-63% in Q2 2026, following a 90-95% jump in Q1. This directly increases the bill of materials for systems like AMD's Ryzen AI Halo developer PC (starting at $3,999) and partner notebooks. The report notes that memory now accounts for roughly 35% of PC build cost, up from 15-18% earlier. AMD executives have positioned Gorgon Halo as a competitive response to Nvidia's RTX Spark source, but the memory cost surge could erode the price advantage. Meanwhile, the DRAM shortage is structural, with wafer capacity shifted to HBM for AI accelerators, and new fabs not reaching volume until late 2027 source. This supply-side pressure on AMD's key AI APU platform may delay adoption or compress margins.