tech
The RAM shortage’s silver lining: Less talk about “AI PCs”
“General interest in AI PCs has been wavering for a while …”
TL;DR
- RAM and flash memory chip prices have increased significantly due to demand from AI data centers.
- PC component costs are expected to rise by 40% to 70% in 2025, with prices passed on to consumers.
- Global PC shipments saw growth in 2025, but sales are expected to be volatile in 2026.
- PC makers plan to manage the RAM shortage by increasing prices by 15-20% and reducing memory specs on average.
- The shortage is expected to last beyond 2026, impacting the cost-conscious market segment most.
- Vendors may prioritize midrange and premium systems to offset higher component costs.
- The concept of 'AI PCs' faces challenges due to memory shortages and limited customer demand for on-device AI capabilities.
- Some brands, like Dell, are de-emphasizing AI in their PC marketing, focusing instead on build, battery life, and display quality.
- Microsoft's CEO has reportedly expressed disappointment with the consumer version of Copilot, indicating shortcomings in current AI tools.
- There is hope that the RAM crunch and customer indifference may lead to more purposeful AI PC development rather than exploiting AI for sales.