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    Home»Business»Here’s every cool tech thing the AI RAM crunch is ruining
    Business

    Here’s every cool tech thing the AI RAM crunch is ruining

    February 20, 20264 Mins Read
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    Even if you barely use AI, pretty soon you’ll be paying the price for it.

    Due to the demands of AI data centers, memory supplies are drying up for all kinds of devices, from phones and laptops to desktop PCs and game consoles. Three companies control nearly all the world’s DRAM production—Micron Technology, Samsung Electronics, and SK Hynix—and they’ve shifted production toward the type of RAM that those data centers run on. This comes at the expense of RAM for consumer electronics, resulting in a shortage that could last into 2028.

    It’s early days for the fallout, but what sounded like an abstract concern in 2025 is quickly becoming real, as electronics makers raise prices, delay new devices, and cancel products that aren’t essential to their businesses.

    To illustrate exactly how AI is sucking the life out of consumer electronics, here’s a running list of every device that’s being affected by the RAM crunch. I plan to update this list over time, so feel free to reach out via email or on Bluesky if you spot any more bad news.

    Price hikes

    • Standalone RAM kits for desktop PCs were among the first products affected by the RAM crunch. For instance, a 32 GB RAM kit from Crucial that cost around $70 in July now sells for $324.
    • Framework has repeatedly raised RAM prices for its repairable laptops, so a laptop with 8 GB of RAM now costs $90 more than it did in September.
    • The Raspberry Pi 5 micro-computer with 16 GB of RAM now costs $205, up from $120 prior to December.
    • Valve has discontinued the LCD model of its Steam Deck gaming handheld, effectively raising the starting price from $399 to $549 for the version with an OLED screen.
    • Desktop PC maker CyberPower raised prices across all of its systems in December.
    • Chinese phone maker Xiaomi raised tablet prices by $14 to $42 in December, and raised the price of its flagship 17 Ultra phone by about $76 over the previous model.
    • PC makers such as Lenovo, Dell, HP, Acer, and Asus have all confirmed 15% to 20% price hikes in the months ahead, according to IDC.
    • A Dell price list viewed by Business Insider showed price hikes for a range of laptops, including increases of $130 to $230 for Dell Pro and Pro Max laptops with 32 GB of RAM.
    • It’s still a rumor for now, but sources tell Bloomberg that Nintendo is considering a price hike for its Switch 2 console.

    Delays

    • Valve has indefinitely delayed its Steam Machine desktop/gaming system and its Steam Frame VR system, and has held off on announcing prices for either.
    • Sources tell Bloomberg that Sony is considering a delay for its next PlayStation console until 2028 or even 2029.
    • Sources tell The Information that Nvidia won’t release new graphics cards in 2026. This would be its first year in three decades without new GPUs for gaming.

    Disappearances

    • Valve says its Steam Deck OLED gaming handheld will be “intermittently” out of stock due to memory and storage shortages.
    • Intel reportedly scrapped its highly anticipated B770 graphics card, with memory shortages as a possible factor.
    • In the burgeoning “ChiFi” audio gear scene, HiBy Digital suspended pre-sales of its latest digital audio player in December.

    Degradations

    • In December, the market research firm TrendForce said to expect laptops and phones with less memory than earlier models as an alternative to price hikes. This could result in low-end phones with just 4 GB of RAM, and laptops once again returning to 8 GB of RAM as a baseline.

    What’s next?

    The list of affected companies is still missing some big names, partly because those companies are in better position to ride out the RAM shortage. Apple, for instance, negotiates long-term supply contracts well in advance for products like the iPhone, so it’s potentially bought itself more time than competitors. Lenovo, meanwhile, confirmed that it’s been stockpiling RAM to minimize disruptions this year.

    There’s also a chance that alternative suppliers could step in to blunt the impact. According to Jason England at Tom’s Guide, Acer is now looking into the smaller RAM providers that haven’t gone all-in on AI, and may see an opportunity to cater to consumer electronics in particular.

    But given that Samsung reportedly can’t even get extra RAM from itself for its forthcoming flagship phones, some adjustments seem inevitable even for the largest electronics makers.



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