Uh oh, it's happening: ADATA chairman says the perfect storm of simultaneous DRAM, SSD and HDD shortages is already upon us and it looks like prices are only going in one direction
All in the name of AI slop.
Keep up to date with the most important stories and the best deals, as picked by the PC Gamer team.
You are now subscribed
Your newsletter sign-up was successful
Want to add more newsletters?
Every Friday
GamesRadar+
Your weekly update on everything you could ever want to know about the games you already love, games we know you're going to love in the near future, and tales from the communities that surround them.
Every Thursday
GTA 6 O'clock
Our special GTA 6 newsletter, with breaking news, insider info, and rumor analysis from the award-winning GTA 6 O'clock experts.
Every Friday
Knowledge
From the creators of Edge: A weekly videogame industry newsletter with analysis from expert writers, guidance from professionals, and insight into what's on the horizon.
Every Thursday
The Setup
Hardware nerds unite, sign up to our free tech newsletter for a weekly digest of the hottest new tech, the latest gadgets on the test bench, and much more.
Every Wednesday
Switch 2 Spotlight
Sign up to our new Switch 2 newsletter, where we bring you the latest talking points on Nintendo's new console each week, bring you up to date on the news, and recommend what games to play.
Every Saturday
The Watchlist
Subscribe for a weekly digest of the movie and TV news that matters, direct to your inbox. From first-look trailers, interviews, reviews and explainers, we've got you covered.
Once a month
SFX
Get sneak previews, exclusive competitions and details of special events each month!
A couple of weeks ago I reported on the idea that the AI was going to cause a run on all kinds of memory and storage hardware. Well, it's already happening according to no less an authority than the chairman of memory specialist ADATA.
ADATA's Chen Libai has said that supplies of all the major memory and storage technologies—DRAM, NAND, and HDD—are now in shortage. Chen says it's the first time that has happened in 30 years.
The reason is clear enough: demand from AI. "Our competitors in the fight for supply are no longer our peers, but giant CSPs (cloud service providers)," Chen said. By way of example, OpenAI alone (yeah, it's always OpenAI) has signed a deals with Samsung and SK Hynix for fully 900,000 DRAM wafers per month, which is equivalent to 40% of current global DRAM output.
Moreover, the AI-driven surge in demand is prompting manufacturers to prioritise production capacity for high-margin applications. Sound familiar? It's all rather too reminiscent of the GPU market for comfort, and we know what happened to graphics card prices in the last few years. Ouch.
In terms of ADATA's own business, which majors in memory modules, Chen says the company has had to instruct sales staff to "sell sparingly and support key customers." He also thinks unprecedented demand from the AI industry means that the usual boom-and-bust DRAM cycle has been broken.
As for what this means for we poor PC gamers, well, it looks like there's a good chance that RAM and SSD prices are set to join GPUs as significant pain points. Indeed, it's already happening.
By way of example, this popular Crucial 32GB DDR5 kit was ticking along at $84.99 for much of 2025 on Amazon. Now it's $119.99. How high it will go in the coming months is hard to say.
Keep up to date with the most important stories and the best deals, as picked by the PC Gamer team.
The good news is that, for now, SSD prices seem to be holding steady. But the implication of Chen's comments is that SSDs are likely to follow suit. Indeed, we've touched on the impact of AI companies sucking up all the HDDs and turning their attention to SSDs recently, too.
All of which means PCs will probably be more expensive in the short term and stay that way for the medium term, which is a bummer. Oh, and if you're considering a new SSD, now seems like a good time to pull the trigger. It looks very likely that prices are only going one way.

1. Best overall:
WD_Black SN7100
2. Best budget:
Biwin Black Opal NV7400
3. Best PCIe 5.0:
WD_Black SN8100
4. Best budget PCIe 5.0:
Crucial P510
5. Best 4 TB:
TeamGroup MP44
6. Best 8 TB:
WD_Black SN850X
7. Best M.2 2230:
Lexar Play 2230
8. Best for PS5:
Silicon Power XS70
9. Best SATA:
Crucial MX500

Jeremy has been writing about technology and PCs since the 90nm Netburst era (Google it!) and enjoys nothing more than a serious dissertation on the finer points of monitor input lag and overshoot followed by a forensic examination of advanced lithography. Or maybe he just likes machines that go “ping!” He also has a thing for tennis and cars.
You must confirm your public display name before commenting
Please logout and then login again, you will then be prompted to enter your display name.

