【福田昭のセミコン業界最前線】AI特需による異常な半導体不足がもたらす個人向け市場の「ディストピア」
AI summary
Editorial policyThe current situation where memory and storage shortages and price surges driven by AI demand are worsening in the consumer market from Q4 2025 through 2026.
Key points
- •Memory and storage shortages and price increases began to manifest in the consumer market during the fourth quarter of October to December 2025.
- •It is pointed out that the situation has not improved in 2026 and is instead worsening further.
- •Abnormal semiconductor shortages caused by AI-specific demand are negatively affecting product supply and prices in the consumer market.