The AI explosion isn't just hurting the prices of computers and consoles – it's coming for TVs and audio tech too

• The AI-driven memory shortage doesn't just affect PCs
• More capacity is coming, but not before 2027
• Low-margin budget products are likely to be hit hardest

What do the best DACs, the best Hi-Res Audio players, the best TVs, and the best soundbars all have in common? They're all facing component shortages and price hikes – not because of tariffs, but because of the AI-driven shortage of memory and storage chips. And the pain's going to be particularly pronounced at the more affordable end of the market, where profit margins are already razor-thin.

As you're no doubt aware, the AI industry is buying a lot of memory for its data centers: as Reuters reported back in October, just one AI firm, OpenAI, intends to order 900,000 semiconductor wafers in 2029. That's around 40% of the world's entire production. And there's ...