Generative AI Creates Chip Shortage and Price Hikes

Thursday, Jan 22, 2026 1:09 am ET1min read
SONY--

The surge in popularity of generative AI has led to a shortage of computer memory, causing prices to quadruple in six months. AI companies are offering higher margins to memory chipmakers, leading them to pivot to enterprise-grade applications. This has forced some producers to choose between serving AI infrastructure or consumer businesses, potentially delaying the release of new electronics, such as Sony's PlayStation 6.

Generative AI Creates Chip Shortage and Price Hikes

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