This article warns about a structural shift where AI and data center demand is driving up hardware prices and shrinking consumer supply.
- •OpenAI's Stargate project alone requires ~900,000 DRAM wafers/month, roughly 40% of global DRAM output
- •Western Digital's entire 2026 HDD production is sold out; consumer revenue fell to just 5% of total sales
- •Micron exited the consumer memory market, leaving only Samsung and SK Hynix as major suppliers
- •Raspberry Pi 5 (16GB) jumped 70% in price from $120 to $205 due to LPDDR4 cost increases
- •Steam Deck is out of stock, PS6 launch may slip to 2028-2029, and Switch 2 price hike is under consideration
This summary was automatically generated by AI based on the original article and may not be fully accurate.
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Smashing Magazine