Empty store shelves for RAM, GPUs, SSDs, and hard drives amid AI-driven shortages, with shocked customers and inflated price tags.
Empty store shelves for RAM, GPUs, SSDs, and hard drives amid AI-driven shortages, with shocked customers and inflated price tags.
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RAM shortage expands to GPUs, SSDs and hard drives

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The RAM shortage driven by Big Tech's AI demands—which has already raised PC prices, curbed AI PC hype, and prompted OEM adjustments—continues reshaping the industry into 2026. Price spikes for standalone DDR5 RAM kits hit 300 to 400 percent by late 2025, with effects now rippling to graphics cards, high-capacity SSDs, and even traditional hard drives as supplies tighten.

By late 2025, DDR5 RAM kits for consumers surged three to four times in price, while SSD costs roughly doubled for 500GB to 2TB capacities compared to August 2025. This supply crunch is shifting to graphics processing units, where manufacturers prioritize pricier models. Asus briefly announced discontinuing its GeForce RTX 5070 Ti (16GB GDDR7, partially disabled GB203 chip like RTX 5080), later retracting, but street prices reflect strain: $1,050-$1,100 vs. $749 MSRP for RTX 5070 Ti; $1,500-$1,600 vs. $999 for RTX 5080. Lower-end RTX 5070 ($560-$570 vs. $549) and Radeon RX 9070 ($580 vs. $549) are closer to MSRP, though RX 9070 XT reaches $730-$750 from $599.

High-capacity SSDs face the sharpest increases. 1TB M.2 drives from Western Digital or Samsung cost $120-$150. 2TB models like Silicon Power are ~$230, but premiums are pricier or scarce: WD SN7100 2TB at $370 (down from $490), Samsung 990 Evo Plus 2TB at $440 (up from $177 mid-Dec 2025). 4TB options include Crucial P310 at $345 and Silicon Power UD90 at $360, with bigger brands limited.

Traditional hard drives see milder rises amid broader pressures: 6TB WD Red NAS from $140 (Aug 2025) to $160; 12TB Seagate IronWolf from $240 to $270; 16TB from $330 to $350. These trends are altering consumer buying patterns across the PC sector.

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X users report frustration over RAM shortages rippling to GPUs, SSDs, and hard drives amid surging AI demand, with DDR5 prices up 300-400%. Gamers blame Nvidia and Big Tech for prioritizing data centers, leading to higher PC build costs and revived older GPUs like RTX 3060. Analysts highlight supply limits constraining AI growth to 15GW and predict shortages until 2028, while investors see opportunities in memory stocks like MU amid 60%+ price hikes.

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HP executives highlight surging RAM costs to 35% of PC bill of materials due to AI demand during earnings call.
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HP reports RAM costs now at 35 percent of PC bill of materials

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During its Q1 2026 earnings call, HP executives revealed that RAM now represents 35 percent of the company's PC costs, up from 15 to 18 percent last quarter. The surge is attributed to AI-driven demand straining memory supplies. HP anticipates further price volatility and plans to raise PC prices in response.

A Chinese PC parts vendor who stockpiled DRAM during high prices expressed despair after recent price drops. In a video from a warehouse filled with memory chips, the vendor questioned if prices might rise again. The declines follow AI-driven shortages but are not yet widespread.

Riportato dall'IA

Building on January's PC gaming hardware price increases, Sony is considering delaying the PlayStation 6 to 2028 or 2029 amid ongoing AI-fueled RAM shortages. Nintendo may raise Switch 2 prices later this year due to the same pressures, as tech giants hoard memory for data centers.

Notebook makers worldwide may face higher laptop prices this year due to RAM shortages and rising CPU costs. These component price increases are squeezing manufacturers, according to TechRadar, and are unrelated to Apple's MacBook Neo.

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