The memory shortage dubbed “RAMageddon” is changing what electronics makers can offer at a given price. AI data centers are competing for memory-manufacturing capacity, while suppliers prioritize higher-value products. For laptop and phone buyers, the result can be a higher price, a less generous specification—or both.
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Why budget laptops in India are feeling the squeeze
Qualcomm executive Kedar Kondap says rising memory and storage costs have made it difficult for manufacturers to settle on the right laptop prices. He describes customers adjusting other components, including choosing LCD screens instead of OLED, to keep devices within a target price range.
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That trade-off matters most at the budget end: when memory costs rise, a manufacturer has less room to absorb them without changing the device or its price. Lower-RAM configurations and cheaper displays may preserve an entry price, but buyers should compare the complete specification—not just the processor or advertised starting price. Reporting also describes Snapdragon C as part of Qualcomm’s effort to reach lower laptop price points; a reported $300 target should not be mistaken for a guaranteed finished-device price.
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The same pressure reaches phones. Several smartphone brands in India have reportedly raised prices, although the size of the increase varies by model.
12 In the U.S., the iPhone 18 Pro and Pro Max launched at starting prices $100 above their predecessors. Memory is an important cost pressure, but that retail difference cannot be attributed entirely to one component.
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Why AI demand affects everyday memory
High-bandwidth memory for AI systems and other higher-value products draw on capacity and investment that might otherwise expand supplies of conventional memory. TrendForce reports that major suppliers are prioritizing products such as HBM and advanced 3D NAND; its outlook expects conventional DRAM demand to outpace supply expansion in 2027. DRAM is used as working memory in laptops and phones, while NAND provides storage, so constraints can affect more than one part of a device’s cost.
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The pressure also extends beyond those familiar chips. High-capacity NOR Flash prices rose an estimated 100–120% in the first half of 2026, according to reporting on TrendForce’s figures. TrendForce forecasts a further 90–110% increase for high-capacity NOR in the second half. Those are chip-price figures, not predicted increases in the price of a finished laptop or phone; TrendForce says price trends differ across NOR products.
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There is no agreed end date. TrendForce expects DRAM to remain tight in 2027, and a report citing a Micron executive suggests meaningful new output may not arrive until 2028. Acer’s chief executive, by contrast, has rejected the idea that the shortage must last until 2030. These are outlooks, not a firm recovery schedule.
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Why proposed U.S. tariffs could add to the cost
The Trump administration is preparing tariffs on imported memory chips to encourage U.S. investment, according to The Wall Street Journal. But with limited domestic manufacturing capacity, a tariff could increase costs for companies buying from Asian factories before local supply expands enough to offer an alternative. The proposal’s final terms and its effect on retail prices remain uncertain.
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For buyers, the practical question is therefore broader than whether a new device costs more: it is whether the same money still buys the memory, storage and display they expected. For manufacturers, neither a lower-cost processor nor a future factory immediately resolves a shortage in today’s component supply.
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