The current shortage of RAM and flash memory chips is significantly affecting the PC market, particularly concerning the hype surrounding AI PCs. As reported by Ars Technica, the demand from data centers driven by the AI boom has led to soaring prices for these essential components.
According to Ben Yeh, principal analyst at Omdia, mainstream PC memory and storage costs surged by 40 to 70 percent in 2025, resulting in increased prices for consumers. Despite this, global PC shipments saw a growth of approximately 9.2 percent in 2025, as noted by Omdia, and a similar figure of 9.6 percent was reported by IDC. However, analysts predict that the PC market will face challenges in 2026.
Market Adjustments
Jean Philippe Bouchard, research VP at IDC, indicated that the upcoming year is likely to be highly volatile. To cope with the RAM shortage, PC manufacturers are expected to raise prices by 15 to 20 percent and reduce memory specifications in new models. Bouchard stated that this strategy aims to preserve existing memory inventory.
Omdia’s Yeh anticipates that manufacturers will focus on producing leaner mid to low-tier configurations to maintain profit margins. Jitesh Ubrani, IDC’s research manager, emphasized that the cost-conscious segment of the market will be most affected by these RAM shortages, which are expected to persist beyond 2026.
AI PC Hype Diminishing
The rising costs and reduced availability of RAM have implications for the concept of AI PCs, which have been heavily marketed by OEMs over the past two years. Ubrani noted that consumers have shown reluctance to embrace the AI PC narrative, even before the RAM shortages emerged. With lower RAM specifications likely to be implemented, the demand for on-device AI capabilities may further decline.
As the market shifts, Dell has already adjusted its approach. The company discontinued its XPS brand of consumer laptops and desktops in 2025, citing the rapidly evolving AI PC market. However, at CES 2026, Dell reintroduced the XPS brand, focusing on build quality, battery life, and display rather than AI features.
Future of AI PCs
Microsoft is also reassessing its AI PC strategy. Reports indicate that CEO Satya Nadella expressed dissatisfaction with the consumer version of Copilot, highlighting functionality issues. While the concept of AI PCs remains relevant, the current RAM shortage and consumer skepticism may lead manufacturers to rethink their marketing strategies.
In conclusion, the ongoing RAM shortages are prompting a reevaluation of AI PC marketing, shifting focus from hype to genuine utility. As the industry navigates these challenges, it remains to be seen how manufacturers will adapt to meet consumer needs while managing component costs.
This article was produced by NeonPulse.today using human and AI-assisted editorial processes, based on publicly available information. Content may be edited for clarity and style.
