{"id":28519,"date":"2025-10-15T22:39:54","date_gmt":"2025-10-15T22:39:54","guid":{"rendered":"https:\/\/gaming.news\/?post_type=news&#038;p=28519"},"modified":"2025-10-15T23:18:48","modified_gmt":"2025-10-15T23:18:48","slug":"adata-ceo-ai-demand-may-trigger-pc-ram-and-ssd-shortages","status":"publish","type":"news","link":"https:\/\/gaming.news\/news\/2025-10-15\/adata-ceo-ai-demand-may-trigger-pc-ram-and-ssd-shortages\/","title":{"rendered":"Adata CEO: AI demand may trigger PC RAM and SSD shortages"},"content":{"rendered":"\t<div class=\"spgn__article__hero__news horizontal-wrapper vertical-wrapper\">\n\t\t<h1 class=\"spgn__article__hero__news__title wp-block-post-title\">Adata CEO: AI demand may trigger PC RAM and SSD shortages<\/h1>\n\n<figure class=\"spgn__article__hero__news__image --with-bg wp-block-post-featured-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"854\" src=\"https:\/\/images.gaming.news\/cdn-cgi\/image\/format=auto,onerror=redirect,quality=80,width=1280,height=854,dpr=1,fit=crop,gravity=0.5x0.5\/https:\/\/s3.gaming.news\/wp-content\/uploads\/2025\/06\/ADATA-XPG-SPECTRIX-D50-3200MHZ-DDR4.jpg\" class=\"attachment-1280x854 size-1280x854\" alt=\"ram pc\" sizes=\"(min-width: 1600px) 565px, (min-width: 1280px) calc(25vw + 172px), (min-width: 900px) 800px, (min-width: 380px) 91.8vw, calc(40vw + 178px)\" srcset=\"https:\/\/images.gaming.news\/cdn-cgi\/image\/format=auto,onerror=redirect,quality=80,width=412,height=275,dpr=1,fit=crop,gravity=0.5x0.5\/https:\/\/s3.gaming.news\/wp-content\/uploads\/2025\/06\/ADATA-XPG-SPECTRIX-D50-3200MHZ-DDR4.jpg 412w, https:\/\/images.gaming.news\/cdn-cgi\/image\/format=auto,onerror=redirect,quality=80,width=768,height=512,dpr=1,fit=crop,gravity=0.5x0.5\/https:\/\/s3.gaming.news\/wp-content\/uploads\/2025\/06\/ADATA-XPG-SPECTRIX-D50-3200MHZ-DDR4.jpg 768w, https:\/\/images.gaming.news\/cdn-cgi\/image\/format=auto,onerror=redirect,quality=80,width=792,height=528,dpr=1,fit=crop,gravity=0.5x0.5\/https:\/\/s3.gaming.news\/wp-content\/uploads\/2025\/06\/ADATA-XPG-SPECTRIX-D50-3200MHZ-DDR4.jpg 792w, https:\/\/images.gaming.news\/cdn-cgi\/image\/format=auto,onerror=redirect,quality=80,width=1280,height=854,dpr=1,fit=crop,gravity=0.5x0.5\/https:\/\/s3.gaming.news\/wp-content\/uploads\/2025\/06\/ADATA-XPG-SPECTRIX-D50-3200MHZ-DDR4.jpg 1280w\" \/><figcaption>ADATA XPG SPECTRIX D50 16GB (8GB*2) 3200MHZ DDR4. Source: Unsplash\/amr_taha<\/figcaption><\/figure>\n\n\t<div class=\"spgn__article__audio\">\t\t<span class=\"bg\"><\/span>\n\t\t\t\t\t<div class=\"custom-audio\">\n\t\t<div class=\"audio green-audio-player\">\n\t\t\t<div class=\"play-pause-btn\" id=\"playPause\">\n\t\t\t<span><\/span>\n\t\t\t<span><\/span>\n\t\t\t<\/div>\n\n\t\t\t<div class=\"controls\">\n\t\t\t<div class=\"name-and-time\">\n\t\t\t\t<div class=\"name-audio\">Listen to this article<\/div>\n\t\t\t\t<span class=\"total-time\">3:28<\/span>\n\t\t\t<\/div>\n\t\t\t<div class=\"slider\" data-direction=\"horizontal\">\n\t\t\t\t<div class=\"progress\">\n\t\t\t\t<div class=\"pin\" id=\"progress-pin\" data-method=\"rewind\"><\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\n\t\t\t<div class=\"volume\">\n\t\t\t<div class=\"volume-btn\">\n\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\">\n\t\t\t\t<path fill=\"#F2F2F1\" fill-rule=\"evenodd\" d=\"M14.667 0v2.747c3.853 1.146 6.666 4.72 6.666 8.946 0 4.227-2.813 7.787-6.666 8.934v2.76C20 22.173 24 17.4 24 11.693 24 5.987 20 1.213 14.667 0zM18 11.693c0-2.36-1.333-4.386-3.333-5.373v10.707c2-.947 3.333-2.987 3.333-5.334zm-18-4v8h5.333L12 22.36V1.027L5.333 7.693H0z\" id=\"speaker\"\/>\n\t\t\t\t<\/svg>\n\t\t\t<\/div>\n\t\t\t<div class=\"volume-controls hidden\">\n\t\t\t\t<div class=\"slider\" data-direction=\"vertical\">\n\t\t\t\t<div class=\"progress\">\n\t\t\t\t\t<div class=\"pin\" id=\"volume-pin\" data-method=\"changeVolume\"><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\n\t<div class=\"spgn__article__meta\">\n\t\t<a class=\"spgn__article__meta__block spgn__article__author\" href=\"https:\/\/gaming.news\/authors\/simon-burov\/\">\n\t\t\t<div class=\"spgn__article__author__avatar\">\n\t\t\t\t<img alt='Simon Burov' src='https:\/\/secure.gravatar.com\/avatar\/83e36403fa6f013334f1dd903120f683fc41b82e97b337b4b2851a23cd1df912?s=68&#038;d=retro&#038;r=g' class='avatar avatar-68 photo spgn__article__author__avatar__image' height='68' width='68' \/>\t\t\t<\/div>\n\t\t\t<div class=\"spgn__article__author__name\">\n                \t\t\t\tBy\n                \t\t\t\t<span itemProp=\"author\" itemScope itemType=\"https:\/\/schema.org\/Person\">\n\t\t\t\t\t<span itemProp=\"name\" title=\"Display name in user profile\">\n\t\t\t\t\t\tSimon Burov\t\t\t\t\t<\/span>\n\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"spgn__article__author__position\"\n\t\t\t\t\t>Tech\/Gaming Writer\t\t\t<\/div>\n\t\t\t\t\t\t            <ul class=\"spgn__article__author__data js-article-data\" data-timestamp=\"1760567994\">\n                <li class=\"spgn__icon__separator js-local-date\"><time itemProp=\"datePublished\"\n                datetime=\"2025-10-15T22:39:54+00:00\">October 15, 2025<\/time><\/li>\n                <li class=\"spgn__icon__separator --lowercase js-local-time\">10:39 pm<\/li>\n                <li>4&nbsp;min read<\/li>\n            <\/ul>\n\t\t\t\t\t<\/a>\n\t\t<div class=\"spgn__article__meta__block\">\n\t\t\t\t<div class=\"spgn__social\" data-testid=\"hero-social\">\n\t\t<div class=\"spgn__social__title\" data-testid=\"hero-social-title\">More content<\/div>\n\t\t<div class=\"spgn__social__links\">\n\t\t\t\t\t\t\t\t<a class=\"spgn__social-link\" href=\"https:\/\/www.youtube.com\/@gamingdotnews\" data-testid=\"hero-social-link\" target=\"_blank\" rel=\"nofollow\"><span \n\t\t\t\t\t\t\tclass=\"screen-reader-text\">Gaming.News on YouTube<\/span><\/a>\n\t\t\t\t\t\t\t\t\t\t<a class=\"spgn__social-link\" href=\"https:\/\/discord.gg\/cJYbGCNs\" data-testid=\"hero-social-link\" target=\"_blank\" rel=\"nofollow\"><span \n\t\t\t\t\t\t\tclass=\"screen-reader-text\">Gaming.News on Discord<\/span><\/a>\n\t\t\t\t\t\t\t\t\t\t<a class=\"spgn__social-link\" href=\"https:\/\/x.com\/gamingdotnews\" data-testid=\"hero-social-link\" target=\"_blank\" rel=\"nofollow\"><span \n\t\t\t\t\t\t\tclass=\"screen-reader-text\">Gaming.News on X<\/span><\/a>\n\t\t\t\t\t\t\t\t\t\t<a class=\"spgn__social-link\" href=\"https:\/\/www.instagram.com\/gn_gamingnews\" data-testid=\"hero-social-link\" target=\"_blank\" rel=\"nofollow\"><span \n\t\t\t\t\t\t\tclass=\"screen-reader-text\">Gaming.News on Instagram<\/span><\/a>\n\t\t\t\t\t\t\t\t\t\t<a class=\"spgn__social-link\" href=\"https:\/\/www.tiktok.com\/@gamingdotnews\" data-testid=\"hero-social-link\" target=\"_blank\" rel=\"nofollow\"><span \n\t\t\t\t\t\t\tclass=\"screen-reader-text\">Gaming.News on TikTok<\/span><\/a>\n\t\t\t\t\t\t\t<\/div>\n\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\n\t<div class=\"spgn__article__key-points\">\n\t\t<div class=\"spgn__article__key-points__title\"><h2>Key points<\/h2><\/div>\n\t\t<ol class=\"spgn__article__key-points__list\">\n\t\t\t<li class=\"spgn__article__key-points__list__item\">\n\t\t<span>AI data centers are outbidding the consumer hardware market for base memory parts, while manufacturers are hiking prices.<\/span>\n\t<\/li>\n\n\n\t<li class=\"spgn__article__key-points__list__item\">\n\t\t<span>As the supply of DRAM and NAND reaches record-low levels, retailers are likely to expect shortages of RAM and SSDs, respectively.<\/span>\n\t<\/li>\n\n\n\t<li class=\"spgn__article__key-points__list__item\">\n\t\t<span>DRAM supercycle is expected to last at least until 2027, while DDR5 RAM kits have already increased in price.<\/span>\n\t<\/li>\t\t<\/ol>\n\t<\/div>\t<\/div>\n\n\n\t<div class=\"spgn__article__content horizontal-wrapper vertical-wrapper narrow\">\n\t\t<div class=\"spgn__article__content__main spgn__content\">\n\t\t<p>AI data centers are now outbidding the PC market for core hardware components. Adata chairman Simon Chen says demand is draining DRAM for HBM, NAND for <a href=\"https:\/\/gaming.news\/codex\/ssd-for-gaming-guide-to-nvme-vs-sata-m-2-form-factor-and-tips\/\">SSDs<\/a>, and even HDDs, cutting upstream inventories to roughly two to three weeks. As reported earlier, <a href=\"https:\/\/gaming.news\/news\/2025-10-01\/dram-supercycle-through-2027-ram-prices-set-to-surge\/\">DRAM upcycle is projected through 2027<\/a>, while <a href=\"https:\/\/gaming.news\/news\/2025-10-11\/exclusive-ddr5-ram-kit-prices-surge-15-pct-this-month\/\">consumer RAM prices are already on the rise<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large any-ratio-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"646\" src=\"https:\/\/s3.gaming.news\/wp-content\/uploads\/2025\/10\/RAM-prices-1280x646.jpg\" alt=\"\" class=\"wp-image-27312\" srcset=\"https:\/\/s3.gaming.news\/wp-content\/uploads\/2025\/10\/RAM-prices-1280x646.jpg 1280w, https:\/\/s3.gaming.news\/wp-content\/uploads\/2025\/10\/RAM-prices-792x400.jpg 792w, https:\/\/s3.gaming.news\/wp-content\/uploads\/2025\/10\/RAM-prices-412x208.jpg 412w, https:\/\/s3.gaming.news\/wp-content\/uploads\/2025\/10\/RAM-prices-768x388.jpg 768w, https:\/\/s3.gaming.news\/wp-content\/uploads\/2025\/10\/RAM-prices.jpg 1537w\" sizes=\"(max-width: 1280px) 100vw, 1280px\" \/><figcaption class=\"wp-element-caption\">The previous DRAM supercycle in 2017-19 is clearly visible on the price graph of CORSAIR VENGEANCE LPX DDR4 RAM 16GB (2x8GB) 3200MHz. Source: CamelCamelCamel<\/figcaption><\/figure>\n\n\n\n<p>Adata\u2019s CEO, Simon Chen, <a href=\"https:\/\/www.digitimes.com\/news\/a20251014PD209\/dram-hdd-nand-price-capacity-production-adata.html\" target=\"_blank\" rel=\"nofollow\">says<\/a> the competition for hardware parts has shifted from module makers to cloud and AI buyers, creating simultaneous shortages across DRAM, NAND, and even HDDs that he has never seen before.<\/p>\n\n\n\n<p>Upstream stock has fallen to roughly two to three weeks (versus a more typical two to three months), and Simon has told its sales teams to \u201csell sparingly\u201d and prioritize long-term customers. HDD scarcity may also nudge some consumers toward SSDs, <a href=\"https:\/\/gaming.news\/news\/2025-09-16\/ssd-prices-may-rise-into-2026-as-qlc-shortage-looms\/\">tightening supply further<\/a>.<\/p>\n\n\n\n<p>Chen expects tight supply and higher contract pricing to persist into 2026, with <a href=\"https:\/\/gaming.news\/news\/2025-06-26\/ddr4-ram-prices-nearly-triple-as-it-approaches-end-of-lifecycle\/\">DDR4\u2019s production wind-down<\/a> compounding pressure while capacity is steered toward server demand. Foundry allocation now prioritizes AI servers, followed by general servers, with everything else at the back. This situation is increasing the risk of empty retail shelves and higher prices for consumer <a href=\"https:\/\/gaming.news\/codex\/ram-for-gaming-pc-capacity-speed-ddr5-guide\/\">RAM<\/a> and SSDs over the next several quarters.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-rising-hardware-prices\">Rising hardware prices<\/h2>\n\n\n\n<p>As noted earlier and reported in our other news articles, hardware prices are rising as AI demand absorbs inventories of core hardware components, while <a href=\"https:\/\/gaming.news\/news\/2025-09-23\/samsung-reportedly-plans-to-raise-memory-and-storage-prices-in-q4-2025\/\">major memory manufacturers are hiking prices<\/a>. At the same time, <a href=\"https:\/\/gaming.news\/news\/2025-10-01\/dram-supercycle-through-2027-ram-prices-set-to-surge\/\">analysts predicted a DRAM supercycle at least until 2027<\/a>. We continue to cover the biggest deals in AI hardware:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/gaming.news\/news\/2025-10-14\/openai-lines-up-10gw-broadcom-chip-deal-to-ease-nvidia-reliance\/\">Broadcom and OpenAI deal<\/a>.<\/li>\n\n\n\n<li><a href=\"https:\/\/gaming.news\/news\/2025-10-08\/nvidia-to-invest-2b-in-xai-to-lock-a-20b-deal-for-its-own-gpus\/\">Nvidia and xAI investment deal<\/a>.<\/li>\n\n\n\n<li><a href=\"https:\/\/gaming.news\/news\/2025-09-18\/nvidias-5-billion-investment-in-intel-to-power-new-ai-infrastructures\/\">Nvidia and Intel investment<\/a>.<\/li>\n\n\n\n<li><a href=\"https:\/\/gaming.news\/news\/2025-10-06\/openai-signs-amd-gpu-deal-days-after-nvidias-investment-plan\/\">AMD and OpenAI deal<\/a>.<\/li>\n\n\n\n<li><a href=\"https:\/\/gaming.news\/news\/2025-09-22\/nvidia-to-invest-100-billion-into-openai-and-deploy-10-gigawatts-of-systems-to-power-infrastructure\/\">Nvidia and OpenAI investment deal<\/a>.<\/li>\n<\/ul>\n\n\n\n<p>Our exclusive analysis shows <a href=\"https:\/\/gaming.news\/news\/2025-10-11\/exclusive-ddr5-ram-kit-prices-surge-15-pct-this-month\/\">DDR5 RAM kits&#8217; monthly median price is up to 15% in October<\/a> (compared to September) at the time of study (October 10) and 20% as of October 15. <strong>Over the single last week, 2\u00d732GB DDR5 RAM kits rose 9%.<\/strong> We&#8217;re currently expanding the tracking to other PC hardware and will publish weekly updates.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large any-ratio-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"683\" src=\"https:\/\/s3.gaming.news\/wp-content\/uploads\/2025\/10\/gr-cop-2-2-1280x683.png\" alt=\"Month-over-month change in median DDR5 RAM retail prices in the US by kit capacity (2x8GB, 2x16GB, 2x32GB, 2x48GB+, Overall) in 2025 (Jan-Sep and Oct MTD).\" class=\"wp-image-28103\" srcset=\"https:\/\/s3.gaming.news\/wp-content\/uploads\/2025\/10\/gr-cop-2-2-1280x683.png 1280w, https:\/\/s3.gaming.news\/wp-content\/uploads\/2025\/10\/gr-cop-2-2-792x422.png 792w, https:\/\/s3.gaming.news\/wp-content\/uploads\/2025\/10\/gr-cop-2-2-412x220.png 412w, https:\/\/s3.gaming.news\/wp-content\/uploads\/2025\/10\/gr-cop-2-2-768x410.png 768w, https:\/\/s3.gaming.news\/wp-content\/uploads\/2025\/10\/gr-cop-2-2.png 2040w\" sizes=\"(max-width: 1280px) 100vw, 1280px\" \/><figcaption class=\"wp-element-caption\">MoM change in US median DDR5 RAM retail prices by kit capacity in 2025 (Jan-Sep and Oct MTD).<\/figcaption><\/figure>\n\n\n\n<p>Adata Technology is a Taiwan-based memory and storage manufacturer founded in 2001 by Simon Chen, who still serves as its chairman. 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