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总结
多家媒体报道，生成式AI需求激增正大量消耗内存芯片产能，推动RAM价格上涨并引发全球供应链紧张。受影响领域包括智能手机、个人电脑与游戏主机等终端设备：部分分析称三星、苹果等厂商的手机成本可能上升并传导至零售价格；业内消息还提到下一代主机发布节奏或因内存成本与供货受限而延后。IDC同时警告，若内存价格持续飙升，2026年全球PC市场可能出现约5%至9%的下滑，AI驱动的短缺被视为主要原因之一。
正文
Memory loss: As AI gobbles up chips, prices for devices may rise NPR The AI frenzy is driving a new global supply chain crisis Inquirer.com RAM Price Increases Could See Next-Generation Console Releases Delayed Insider Gaming You don't understand just how expensive Samsung and Apple phones are about to get PhoneArena IDC warns PC market could shrink up to 9% in 2026 due to skyrocketing RAM pricing - even moderate forecast hits 5% drop as AI-driven shortages slam into PC market Tom's Hardware
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