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

AI infrastructure demand is reshaping memory supply. Here is why that can raise PC and phone costs, alter configurations, and affect device availability—without making every model scarce.
From TheFinanceBase Team5 min to read
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AI data centers need large quantities of high-bandwidth and high-capacity memory, and manufacturers are directing limited production capacity toward those products. That can leave less conventional memory for PCs and phones, raising costs for device makers and contributing to higher prices, fewer configurations, or delayed launches. It does not mean every device is out of stock or that every price will rise equally.

What is causing the memory shortage?

“Memory” covers several components with different jobs. DRAM is fast, temporary working memory used in servers, PCs, phones, and graphics systems. High-bandwidth memory (HBM) is a stacked form of DRAM designed to move data quickly; it is used alongside AI accelerators. NAND is non-volatile memory used for storage, including in SSDs and phones. They are related markets, but they are not interchangeable parts.

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The pressure comes from both rising demand and the way manufacturers allocate capacity. AI servers use substantial amounts of memory, especially HBM and high-capacity DDR5. IDC has attributed tight consumer-memory supply partly to manufacturers shifting capacity toward those AI-oriented products. In an outlook published in 2025, IDC forecast global DRAM supply growth of 16% and NAND supply growth of 17% in 2026, both year over year, and described those rates as below historical norms. Those are forecasts, not confirmed 2026 production results.

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Micron’s SEC filing describes the supplier-side constraint: the company said AI-driven data-center demand for memory and storage was growing faster than its ability, and the industry’s ability, to increase supply. It also reported that constrained supply and rising demand had increased prices and led to allocation decisions that could affect customers and end markets. Expanding capacity takes time, so higher demand does not automatically produce enough additional supply immediately.

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How does the shortage affect chipmakers?

For memory manufacturers, tight supply can support higher selling prices and make advanced memory strategically more important. At the same time, producers must decide how to divide available output among products and customers. Those decisions can shape which end markets receive supply, rather than simply increasing supply for everyone.

Gartner’s August 2026 forecast put worldwide memory revenue at $837.3 billion for 2026 and projected continued tight supply-demand conditions as AI deployments consume more memory. That is a forecast, not audited final revenue. Higher market revenue also does not establish how much any individual manufacturer earns: product mix, costs, customer commitments, and capacity all matter.

What could happen to PC and phone prices?

Memory and storage are part of a device’s bill of materials. If DRAM or SSD costs rise, a manufacturer can pass some of the increase to buyers, accept lower margins, reduce a device’s specifications, or change the models it sells. Lower-priced devices have less margin to absorb component inflation, so they may be especially exposed to price increases or specification cuts.

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The following figures are analyst forecasts for 2026, not observed final-year outcomes. The measures and comparison periods differ, so they should not be combined into one settled prediction.

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Publisher and publication Forecast What it measures
Gartner, February 2026 130% increase by the end of 2026 versus 2025 Combined DRAM and SSD prices
Gartner, February 2026 17% increase in 2026 versus 2025 PC prices
IDC, 2026 PC outlook 17% increase in 2026 Average PC selling prices; IDC said it did not expect prices to return to 2025 levels within its forecast horizon
Gartner, February 2026 13% increase in 2026 versus 2025 Smartphone prices
Gartner, February 2026 10.4% decline in 2026 versus 2025 Worldwide PC shipments
Gartner, February 2026 8.4% decline in 2026 versus 2025 Worldwide smartphone shipments

Gartner’s PC price estimate and IDC’s average-selling-price estimate are separate forecasts from different publishers, with potentially different methods and assumptions; the matching percentage does not make them the same measure. Actual prices will vary by market, brand, model, configuration, and retailer.

Will memory shortages make devices harder to find?

Supply pressure can appear in ways other than empty shelves. A manufacturer may offer fewer memory or SSD configurations, delay a model or upgrade, reduce shipment volumes, or narrow its low-price range. IDC’s PC outlook described constrained product portfolios and the possibility of lower memory or SSD configurations in new devices. It does not establish that every PC or phone is unavailable.

Access to components may also differ among device makers. IDC has said vendors with greater purchasing power and stronger supplier relationships may be better positioned to secure allocation, potentially disadvantaging smaller vendors. A retailer may still have stock of one model while another configuration is delayed or absent.

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Why the impact differs between PCs and smartphones

PCs

PC makers can change RAM and SSD configurations across a model range, or adjust which models they offer. Those choices can preserve a lower starting price while making a higher-memory configuration more expensive or less available. Gartner analyst Ranjit Atwal said in a February 26, 2026 press release that higher prices would narrow the range of devices available and could prompt buyers to keep devices longer, changing upgrade cycles.

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Smartphones

Phone makers face memory costs within tightly integrated designs, and buyers usually cannot upgrade a phone’s memory after purchase. Vendors can respond with higher prices, lower specifications, or fewer models at the least expensive end of the range. Gartner’s shipment and price forecasts in the table describe expected market-level pressure, not the outlook for every brand or handset.

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What can a buyer do?

  • Compare the configuration, not just the model name. Check included memory and storage: a cheaper listing may have a lower specification, and model names can cover multiple configurations.
  • Buy for the workload and planned ownership period. If a computer is already adequate, delaying an upgrade may avoid paying more now; if a replacement is necessary, compare the total cost of the required configuration rather than assuming a future price will be lower.
  • Check upgradeability before buying or upgrading. For a desktop or other upgradeable PC, verify the exact computer’s memory type, form factor, capacity limits, and whether its memory is replaceable. Many laptops and compact computers do not support user-installed memory upgrades. Adding a compatible memory kit can extend an individual PC’s useful life, but it does not resolve industry-wide supply constraints.
  • Do not treat a forecast as a guaranteed price change. Forecasts describe expected market conditions; the price and availability of a particular device depend on its configuration, seller, and market.

IDC Vice President Jean Philippe Bouchard said in its 2026 PC market outlook that expectations of higher prices and limited availability for some configurations had led some end users to buy earlier than planned. That describes a reported market response, not a reason every buyer should rush into a purchase.

How to read the 2026 forecasts

Forecasts are snapshots of expectations, not final measurements. Gartner’s February 2026 device estimates, IDC’s 2026 PC outlook, IDC’s 2025 supply forecast, and Gartner’s August 2026 memory-revenue forecast differ in publication date, scope, metric, and assumptions. Shipment volume, average selling price, component price, and industry revenue are not interchangeable: for example, higher prices can coincide with fewer devices shipped.

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The evidence supports a broad cost and allocation risk, not a precise prediction for any one product. It does not establish exact retail prices, stock levels for a specific model, or the compatibility of a particular PC with an upgrade. Those details require checking the actual device and seller.

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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