The global RAM shortage, initially impacting standalone memory kits, is now extending its reach to graphics processing units (GPUs), high-capacity solid-state drives (SSDs), and even traditional hard drives, threatening to reshape the PC industry landscape. Prices for direct-to-consumer RAM kits had already surged by 300 to 400 percent by the end of 2025, and SSD prices experienced a more moderate increase.
The primary driver behind this expansion is the increased demand for RAM and NAND flash memory chips, fueled by the growing adoption of artificial intelligence (AI) technologies across various sectors. These AI applications require significant memory resources, straining the existing supply chain.
This week, signs emerged that the RAM crunch is beginning to affect the GPU market. Asus inadvertently announced the discontinuation of its GeForce RTX 5070 Ti, a move the company has since attempted to retract. However, this incident highlights the difficult decisions GPU manufacturers face. With limited RAM availability, companies may choose to discontinue certain models or prioritize production of others.
The shortage's impact extends beyond GPUs. High-capacity SSDs, which rely heavily on NAND flash memory, are also becoming more expensive and difficult to source. This trend is expected to continue, potentially affecting the availability and pricing of laptops, desktops, and other devices that rely on these storage solutions.
Long-term supply contracts previously shielded larger companies from the immediate effects of the shortage. However, as these contracts expire, even major players will likely face increased costs and potential supply constraints. The situation is expected to worsen throughout 2026 and beyond, making it a defining challenge for the PC industry.
Analysts predict that the industry will need to adapt by optimizing memory usage in software, exploring alternative memory technologies, and diversifying supply chains. The extent to which these strategies succeed will determine the long-term impact of the RAM shortage on consumers and businesses alike.
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