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AI Boom Drives RAM Shortage, Threatening PC Sales and Console Launches
Memory shortages driven by AI data center demand are causing PC shipments to drop up to 8.9% and smartphone prices to rise by up to 8%, IDC forecasts.
- Demand for generative AI is causing a RAM shortage, affecting prices in consumer tech markets.
- IDC has changed its forecast for phone prices in 2026 from a decline to a 2% increase due to the memory crisis.
- Major Original Equipment Manufacturers, such as Dell and HP, are predicting server prices to rise by about 15% and PC prices to increase by roughly 5%.
- Experts at IDC forecast that shortages of NAND and DRAM will extend into 2027, indicating the end of cheap memory and storage.
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95 Articles
Four major companies get priority from memory suppliers as shortage hits PC brands
Memory prices are soaring as much as four to five times year-over-year. PC brand vendors that were originally expected to gradually finalize supply contracts with memory makers by the end of the third quarter of 2025 have, as of year-end, not had a single contract fully signed. Suppliers are tight on supply and unwilling to sign, and prices are also lacking consensus. Memory makers still have capacity, but demand far exceeds supply. Therefore, b…
Coverage Details
Total News Sources95
Leaning Left9Leaning Right2Center8Last UpdatedBias Distribution47% Left
Bias Distribution
- 47% of the sources lean Left
47% Left
L 47%
C 42%
11%
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