DRAMageddon: What AI Demand Means for Gaming Hardware Supply Chains

Podcast: The Decisive Podcast: Insights and analysis to empower confident decision-making. · S&P Global Market Intelligence

Opublikowano: 2026-06-13

AI is reshaping more than software — it's putting intense pressure on the global semiconductor supply chain. In this special cross-post from Data & Dimensions, The Decisive brings you a timely conversation on how surging demand for AI infrastructure is driving a shortage of DRAM memory, raising costs across consumer technology, and forcing companies to rethink production, pricing, and inventory strategy. Host Neil Barbour speaks with Chris Rogers, Head of Supply Chain Research at S&P Global Market Intelligence, about the "DRAMageddon" unfolding across markets — from AI data centers and gaming hardware to smartphones, VR headsets, consoles, tariffs, and glob...