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AI Boom Drives RAM Shortage, Threatening PC Sales and Console Launches

IDC warns PC sales could fall nearly 9% in 2026 due to AI-driven memory shortages that boost RAM prices and disrupt consumer tech supply chains globally.

  • Maingear launched the BYO RAM program, allowing customers to ship or have Maingear test their memory in New Jersey, and said systems with BYO RAM will cost less.
  • In recent months, demand from generative AI has tightened the consumer RAM market as memory manufacturers shift production toward high-bandwidth memory for AI, reducing consumer DRAM and NAND output.
  • Retail data show two 16GB TeamGroup T-Force Delta sticks can cost close to $460, and a Redditor reported receiving a $35 lighting kit instead of a $999 96GB DDR5 kit, highlighting supply issues.
  • IDC warns major PC OEMs including Dell, Lenovo, HP, Asus, and Acer have confirmed upcoming price hikes, and PC sales could fall by as much as 8 percent next year if DRAM shortages persist, with industry forecasts already showing a larger contraction versus earlier estimates.
  • Micron's forecasts and fab plans show the memory shortfall becoming the 'new normal' with a $18.7 billion Q2 revenue forecast and new fabs coming online in 2026 and 2027 amid ongoing shortages, while Hynix predicts supply constraints into 2027.
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mooreslawisdead.com broke the news in on Tuesday, November 25, 2025.
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