The RAM shortage's silver lining: Less talk about "AI PCs"
A global shortage of RAM and flash memory chips has had a peculiar effect on the computer industry. As prices skyrocket, it appears that consumers are no longer buying into the hype surrounding "AI PCs". In fact, many manufacturers have already begun to scale back their efforts in this area.
Last year's AI boom led to an increased demand for data centers, fueling the shortage of RAM and flash memory chips. The resulting price hikes were inevitable, but it seems that consumers have been less than enthused about the prospect of "AI PCs", a term that OEMs have used to try and drive sales.
According to research firm Omdia, main stream PC memory and storage costs rose by 40-70 percent in 2025, resulting in cost increases being passed through to customers. However, analysts expect PC sales to be more tumultuous in 2026, with vendors prioritizing mid-range and premium systems to offset higher component costs.
As the shortage persists beyond 2026, it may take a while for RAM to become readily available again, which could impact the viability of AI PCs as a viable option. With prices still high and demand lacking, some brands have already started to shift their focus away from "AI PCs" and instead emphasize other features like build quality, battery life, and display quality.
Even Microsoft seems to be taking a step back on its AI PC ambitions, with CEO Satya Nadella reportedly expressing disappointment with the consumer version of Copilot. The company has delegated some of his responsibilities to spend more time on Copilot, suggesting that they may be reevaluating their approach.
While the idea of "AI PCs" isn't inherently bad, it's clear that manufacturers have been exploiting this technology to drive sales without providing a tangible solution for consumers. With the RAM shortage, there's an opportunity for PC companies to focus on delivering actual value rather than relying on hype.
A global shortage of RAM and flash memory chips has had a peculiar effect on the computer industry. As prices skyrocket, it appears that consumers are no longer buying into the hype surrounding "AI PCs". In fact, many manufacturers have already begun to scale back their efforts in this area.
Last year's AI boom led to an increased demand for data centers, fueling the shortage of RAM and flash memory chips. The resulting price hikes were inevitable, but it seems that consumers have been less than enthused about the prospect of "AI PCs", a term that OEMs have used to try and drive sales.
According to research firm Omdia, main stream PC memory and storage costs rose by 40-70 percent in 2025, resulting in cost increases being passed through to customers. However, analysts expect PC sales to be more tumultuous in 2026, with vendors prioritizing mid-range and premium systems to offset higher component costs.
As the shortage persists beyond 2026, it may take a while for RAM to become readily available again, which could impact the viability of AI PCs as a viable option. With prices still high and demand lacking, some brands have already started to shift their focus away from "AI PCs" and instead emphasize other features like build quality, battery life, and display quality.
Even Microsoft seems to be taking a step back on its AI PC ambitions, with CEO Satya Nadella reportedly expressing disappointment with the consumer version of Copilot. The company has delegated some of his responsibilities to spend more time on Copilot, suggesting that they may be reevaluating their approach.
While the idea of "AI PCs" isn't inherently bad, it's clear that manufacturers have been exploiting this technology to drive sales without providing a tangible solution for consumers. With the RAM shortage, there's an opportunity for PC companies to focus on delivering actual value rather than relying on hype.