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.
Immagine generata dall'IA

RAM shortage expands to GPUs, SSDs and hard drives

Immagine generata dall'IA

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.

Cosa dice la gente

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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Illustration depicting a Microsoft Surface Laptop with a prominent price increase tag due to RAM shortage, amid symbols of AI data centers.
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Microsoft raises prices on Surface PCs due to RAM shortage

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Microsoft has increased prices across its Surface PC lineup, with some models rising by up to $500, citing higher memory and component costs. The changes, now live on the Microsoft Store, affect current-generation hardware originally launched in 2024. Officials blame the hikes on a persistent RAM chip shortage driven by demand from AI data centers.

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

Gaming hardware prices are expected to keep climbing in the coming years due to rising component costs and other factors. Industry experts point to increased demand for RAM from AI data centers as a primary driver. They also cite tariffs, inflation, and geopolitical issues as contributing elements.

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