Big Tech's AI-fueled memory shortage is set to be the PC industry's defining story for 2026 and beyond. Standalone, direct-to-consumer RAM kits were some of the first products to feel the bite, with prices spiking by 300 or 400 percent by the end of 2025; prices for SSDs had also increased noticeably, albeit more modestly.

The rest of 2026 is going to be all about where, how, and to what extent those price spikes flow downstream into computers, phones, and other components that use RAM and NAND chips—areas where the existing supply of products and longer-term supply contracts negotiated by big companies have helped keep prices from surging too noticeably so far.

This week, we're seeing signs that the RAM crunch is starting to affect the GPU market—Asus made some waves when it inadvertently announced that it was discontinuing its GeForce RTX 5070 Ti.

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Intel, AMD, Nvidia, and other chip companies usually have some kind of news to announce at CES to kick off the year, but some of those announcements are more interesting than others. Sometimes you see new chips with significant speed boosts and other new technologies, and sometimes you get rebranded versions of old silicon meant to fill out a lineup or make an existing architecture seem newer and more exciting than it is.

AMD's Ryzen CPU announcements this year fall firmly into the latter camp—these are all gently tweaked variants of chips that launched in 2024 and 2025.

"New," for certain values of "new"

Let's start with the Ryzen AI 400 series. Officially the follow-up to the Ryzen AI 300 chips announced in June 2024, these processors offer some modest clock speed improvements and faster memory support. The new Ryzen AI 9 HX 470 has a peak boost clock speed of 5.2 GHz and support for LPDDR5x-8533, for example, up from 5.1 GHz and LPDDR5x-8000 for the Ryzen AI 9 HX 370, and its built-in neural processing unit (NPU) is capable of 60 trillion operations per second (TOPS) rather than 50 TOPS.

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