The global AI investment surge is causing a severe shortage of conventional PC memory, benefiting GNG Electronics as demand for refurbished devices rises. Prices for new PCs have increased by approximately 20% due to these supply constraints.
AI's $7 trillion investment is diverting memory manufacturing capacity towards high-bandwidth memory, leading to a significant shortage of traditional DRAM and storage for PCs. Prices for DDR5 RAM have surged dramatically, with an increase of nearly 270% for 8GB and up to 3.4x for 16GB between October 2025 and January 2026. This has resulted in a projected decline of up to 11% in global new PC shipments in 2026, pushing consumers towards the refurbished market.