it looks like the AI ​​is already eating up the CPUs

The computer parts market is in crisis, especially in the memory segment. The reason: the ever-increasing demand for computing power of AI and the components that provide it, as well as business priorities. Data centers used to develop and train artificial intelligence models require huge amounts of memory – a modern AI model may need up to terabytes of memory, which is many times more than an average PC needs.

Nvidia and other big companies are now actively buying up components for these purposes, fueling the crisis. Meanwhile, memory makers such as Samsung and SK Hynix are deliberately limiting total production to avoid oversupply and keep prices high. They focus their capacity on high-margin AI-related products (HBM, LPDDR), forcing PC component suppliers to pay significantly more. And the consequences are already well known to ordinary consumers: the price of PCs has risen.

However, the situation has, if possible, become even worse. According to the latest reports, manufacturers are already facing a CPU shortage, which may lead to further price increases. THE Nikkei Asia according to his information, PC and server makers are no longer getting enough processors from Intel and AMD to meet demand. Server and OEM PC production may face delays and prices may increase by 10-15 percent.

https://hvg.hu/tudomany/20260327_arm-sajat-processzor-infrastruktura

One server maker, for example, said delivery times had increased from two weeks to several months, and other sources reported that delays and shortages could become more severe in the second quarter of 2026. While Intel’s factories partially isolate the problem, AMD has to compete with other chipmakers for semiconductors.

THE Trend Force his recently published analysis does not promise too much good either. According to the consulting firm, notebooks could soon be up to 40 percent more expensive due to the increasing challenges of CPU manufacturing. Intel, for example, has already raised the prices of some older entry-level CPUs by more than 15 percent, and is expected to raise the prices of mid- and high-end computing platforms in the second quarter of the year.

CPUs are already one of the biggest cost drivers in a notebook’s bill of materials, and these increases could encourage manufacturers to raise final MSRPs even further. The only question now is whether there will be a boom for CPU manufacturers like the memory manufacturers are seeing now. By the way, these news only confirm how well Arm did when it started in-house CPU production.

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