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Why Memory Shortages Affect Chipmakers, PC Prices, and Device Availability

AI infrastructure demand is tightening memory supply, putting pressure on component costs and device makers. The effects can include higher prices, changed configurations, and narrower product ranges—not universal stockouts.

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AI infrastructure is competing for memory capacity that also serves PCs and phones. Memory makers are prioritizing high-bandwidth memory (HBM) and high-capacity server DRAM, while supply is slow to expand. That can push up component costs and tighten allocations for conventional memory, leading device makers to raise prices, change configurations, trim product ranges, or ship fewer products. It does not mean every computer or phone will be unavailable or rise in price by the same amount.

What is in short supply—and why AI demand matters

“Memory” covers products with different jobs. DRAM is working memory: it temporarily holds data that processors need quickly, in PCs, phones, servers, and other devices. HBM is a type of DRAM built from stacked layers to deliver high bandwidth; it is used alongside processors in AI accelerator systems. NAND is non-volatile storage, used in products such as solid-state drives (SSDs) and phones. These categories are related, but they are not interchangeable components.

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AI data centers need substantial memory, including HBM and high-capacity DDR5 DRAM. IDC attributes the squeeze in part to manufacturers directing capacity toward those products while AI-server demand grows. This can leave less capacity available for conventional DRAM and NAND used in consumer devices. The pressure is not simply that one chip is being taken directly out of every PC: manufacturing capacity, investment, and supply allocation link related markets, even when the finished memory products differ.

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Supply cannot necessarily respond as quickly as demand. Micron said in a filing with the U.S. Securities and Exchange Commission that AI-driven data-center demand for memory and storage had grown faster than its ability—and the industry’s ability—to increase supply. The company also reported that tight supply and rising demand had increased pricing and led to allocation decisions that could affect customers and end markets.

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IDC forecast that 2026 DRAM supply would grow 16% year over year and NAND supply 17%. Those are IDC forecasts, not final measurements of 2026 output. The forecast helps explain why demand can outpace available supply even as production grows: more supply does not necessarily mean enough supply for every market and product.

How the shortage affects memory makers and other chipmakers

For memory suppliers, strong demand alongside constrained supply can support higher prices and revenue. It also makes decisions about which products and customers receive limited capacity more consequential. Gartner’s August 2026 forecast put worldwide memory revenue at $837.3 billion for 2026, reflecting its market outlook; that is a forecast, not audited final revenue.

Other chipmakers and device companies can face a different side of the same market. They may pay more for memory or have less certainty about how much they can obtain. The impact depends on their contracts, supplier relationships, product mix, and ability to pass costs along. A memory supplier’s stronger pricing environment therefore does not mean every chipmaker or device manufacturer benefits equally.

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Why PC prices and configurations may change

DRAM and SSDs contribute to a PC’s bill of materials. If those inputs cost more, a manufacturer has several options: raise the selling price, absorb some cost and accept lower margins, offer less memory or storage in a configuration, or focus on a narrower set of models. Each choice distributes the pressure differently between the company and the buyer.

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Forecasts point to significant market-level price pressure, but their measures and assumptions differ. Gartner’s February 2026 outlook estimated combined DRAM and SSD prices would be 130% higher by the end of 2026 than in 2025, forecast PC prices 17% higher than in 2025, and projected worldwide PC shipments 10.4% lower. IDC’s later 2026 PC outlook forecast a 17% increase in average PC selling prices. The matching 17% figures are not proof of a single agreed result: one is Gartner’s forecast for PC prices and the other is IDC’s forecast for average selling prices.

IDC also described possible reductions in memory or SSD configurations and constraints on the range of products vendors can offer. Such changes can preserve a lower entry price or stretch limited components, but a lower-priced model may provide less memory or storage than a comparable configuration did previously. A forecast for a market-wide price increase does not establish the price of any particular computer.

Why phones and lower-cost devices can be especially exposed

Smartphones also use memory and storage, so higher component costs can prompt vendors to raise prices, reduce specifications, or do both. IDC notes that memory can account for a material share of a device’s bill of materials. Lower-cost devices have less margin available to absorb component inflation, which can make them more vulnerable to price increases or specification changes.

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Gartner’s February 2026 forecast projected smartphone prices 13% higher in 2026 than in 2025 and worldwide smartphone shipments down 8.4%. These are forecasts for the overall market, not predictions that every phone will become more expensive or that every vendor will ship fewer units.

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What “device availability” can mean in practice

Short supply can show up in ways other than an empty store shelf. A manufacturer might sell fewer configurations, delay an upgrade or launch, reduce a model’s memory or storage, or narrow its range of products—particularly at lower price points. Shipment forecasts describe expected volumes across a market; they do not tell you whether a specific model is in stock at a particular retailer.

Access to components may also differ by manufacturer. IDC says vendors with greater purchasing power and stronger supplier relationships may be better positioned to secure allocations, potentially disadvantaging smaller vendors. That can affect which products get made or how broadly they are offered, without proving a particular brand or model will disappear.

2026 forecasts at a glance

The figures below are attributed forecasts, not settled results. They describe different metrics and comparison periods, so they should not be combined into one prediction.

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Publisher and outlook Forecast What it measures
IDC, 2025 outlook DRAM supply growth of 16% and NAND supply growth of 17% in 2026, year over year Forecast supply growth for the two memory categories
Gartner, February 2026 Combined DRAM and SSD prices 130% higher by the end of 2026 than in 2025 Forecast component-price change
Gartner, February 2026 PC prices 17% higher in 2026 than in 2025; worldwide PC shipments down 10.4% Forecast PC price and shipment changes
IDC, later 2026 PC outlook Average PC selling prices up 17% in 2026 Forecast change in PC average selling prices
Gartner, February 2026 Smartphone prices 13% higher in 2026 than in 2025; worldwide smartphone shipments down 8.4% Forecast smartphone price and shipment changes
Gartner, August 2026 Worldwide memory revenue of $837.3 billion in 2026 Forecast market revenue, not final audited revenue

What buyers can do if a device upgrade is not urgent

When prices or configurations are changing, compare the exact memory and storage in the models you are considering rather than relying on a product-family name. A lower-cost version may have a different configuration, and availability can vary by seller and timing.

For an upgradeable desktop PC, adding memory or storage may extend its useful life instead of replacing the whole system. Check the computer’s exact model for memory type, supported capacity, form factor, and whether its memory is replaceable before buying parts. Many laptops and compact computers do not support user-installed memory upgrades. Buying a kit for one PC does not resolve industry-wide supply pressure.

Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.

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