""strategic price adjustments""
""These changes reflect shifts in capacity allocation by upstream suppliers, higher investment costs for advanced manufacturing processes, and structural supply gaps created by rising AI compute demand,""
""The situation has led console manufacturers to debate whether the next generation of consoles should be delayed from their intended 2027-2028 release window, with the hope that RAM manufacturers will be able to build out their infrastructure to"
Asus alerted partners to strategic price adjustments for certain products effective January 5, without specifying affected models or exact increases. The company attributed upward pricing pressure to the AI arms race, noting supplier capacity shifts, higher investment costs for advanced manufacturing, and structural supply gaps driven by rising AI compute demand. Asus cited shortages of DRAM, NAND, and SSD components as contributing factors. The announcement comes days before CES 2026, where new hardware will be revealed. Industry chatter includes rumors of broader component shortages and discussions about delaying next-generation console launches to allow RAM supply to scale.
Read at Kotaku
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