AI-driven chip shortages could push electronics prices up 5%–20% in 2026

Global electronics makers are warning consumers to expect higher prices this year, flagging shortages and surging component costs tied to memory chips, with their analysts all forecasting price increases between 5% and 20%. Dell’s CFO, Jeff Clarke, said during a November earnings call that the company had never seen “costs move at the rate” they are rising now and said the impact will reach customers. AI data center expansion drains memory supply British computer maker Raspberry Pi raised prices in December and described the situation as “painful,” while Lenovo, the world’s largest PC maker, began stockpiling memory chips and other components, chief financial officer Winston Cheng said during a November appearance on Bloomberg TV. Analysts say demand for high-bandwidth memory has exploded, pushing chipmakers to focus production on advanced memory chips used in AI servers rather than lower-end parts used in consumer electronics. Samsung Electronics and SK Hynix , which...

https://www.cryptopolitan.com/electronics-price-hikes-as-ai-gobbles-chips/