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总结
市场研究机构IDC近日警告，受存储芯片紧缺影响，全球PC市场可能出现明显下行。报道指出，AI服务器与加速卡等需求快速增长，正在“吞噬”DRAM等关键芯片产能并推高价格，部分存储供应商优先保障少数大客户，令PC品牌获取货源更困难。由此可能引发整机成本上升与终端售价上涨，同时外溢至手机等消费电子领域，甚至出现中端机型内存配置下调的风险，供应链压力或延续。
正文
IDC warns of major PC market downturn due to memory crunch Engadget Memory loss: As AI gobbles up chips, prices for devices may rise NPR The AI frenzy is driving a new global supply chain crisis Philadelphia local news, sports, jobs, cars, homes 2026 horror: mid-range phones to drop from 12 GB to 8 GB of RAM? PhoneArena Four major companies get priority from memory suppliers as shortage hits PC brands digitimes
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