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总结
多家媒体援引产业机构与市场观点称，AI算力需求激增带动GPU、HBM等关键芯片供给趋紧，挤占智能手机、PC等消费电子用料，可能在2026年推高终端设备成本与售价。报道提到，若短缺延续，部分品类价格或面临约20%的上行压力；同时IDC等机构警告内存紧张可能拖累PC市场景气，供应链正加速扩产与调整配比以缓解压力。
正文
AI chip boom to push global consumer electronics prices up in 2026 Seeking Alpha Why everything from your phone to your PC may get pricier in 2026 BBC Chip shortages threaten 20% rise in consumer electronics prices Financial Times 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
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