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Rising AI demand fuels fears of higher laptop and console prices

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Experts warn memory costs could increase, but analysts say wider market forces also at play

A SURGE in global demand for advanced computer memory — driven in part by rapid AI expansion — is raising concerns that laptops, consoles and smartphones could become more expensive in the months ahead.

Industry observers say one factor is a series of major supply agreements involving OpenAI’s “Stargate” project and South Korean manufacturers Samsung Electronics and SK Hynix, which produce much of the world’s high-performance memory. Reports suggest the deal covers hundreds of thousands of chips per month, though the exact proportion of global output remains disputed.

Some experts argue the increased competition for components is already pushing up prices. Others caution that the situation is more complex, with global supply chains, cyclical semiconductor markets and post-pandemic production shifts also contributing to cost pressures.

Memory prices rising — but reasons vary

Several tech companies have reported steeper wholesale costs. According to the open-source tech community around self-build manufacturer Framework, memory modules that were around £100 in late summer are now retailing for several hundred pounds. Framework temporarily delisted its standalone memory kits, citing concerns about scalpers reselling them at inflated prices.

Higher memory requirements in modern phones — with many Android models now starting at 8GB or more — mean manufacturers face difficult decisions about absorbing the cost or passing it on at the till.

Analysts note that memory prices were already forecast to rise after a prolonged slump, with chipmakers gradually winding down production in 2023–24 following weak global PC sales. That has tightened supply even before AI-related demand is factored in.

Small businesses and consumers feel exposed

Colette Mason, an author and AI consultant at Clever Clogs AI, warned that the people most affected will be those who rely on affordable tech.

She said: “We’ve been told AI will democratise everything. But if essential hardware jumps in price, the people hit hardest are students, small business owners and pensioners who simply need a working laptop. It doesn’t feel very democratic when core components suddenly cost several times more.”

Rohit Parmar-Mistry, founder of Burton-on-Trent data firm Pattrn Data, said rising memory costs risk becoming a “quiet tax” on UK businesses.

“A 300% increase in a single component doesn’t just affect gamers,” he said. “It affects every company that needs to refresh equipment. If hardware becomes a luxury item, then AI tools have to start delivering real value rather than hype.”

Other experts say consumers may have options

Not everyone believes the public will be forced into steep upgrades.
Mitali Deypurkaystha, an AI strategist, said many people can avoid paying inflated prices altogether.

“Most AI runs in the cloud,” she said. “You don’t need the newest memory to use ChatGPT. If consumers choose refurbished or older components instead of paying top-end prices, chipmakers will feel that pressure. We’re not entirely powerless.”

Chipmakers yet to respond directly

OpenAI referred Newspage to earlier comments by CEO Sam Altman, who said Korea had the talent and infrastructure to be a “global leader in AI” and praised collaboration with Samsung, SK Hynix and the Korean government.

Samsung and SK Hynix — the two dominant memory producers — have not commented publicly on the reported long-term allocation agreements. Industry analysts say it is common for manufacturers to prioritise high-value enterprise clients during supply squeezes, but warn that consumer-level disruption depends on how quickly production capacity ramps up in 2025–26.

A price rise — but how steep?

Despite strong warnings from consultants, economists say it is too early to know whether UK consumers will face increases as high as “£300 more”, because:

  • Manufacturers may absorb part of the cost
  • Retailers often buy components months in advance
  • Prices could stabilise if chipmakers expand output
  • The worst spikes tend to occur in niche or high-performance modules

However, all agree that AI’s appetite for hardware is now a major force shaping the global tech market, and that ordinary consumers are likely to feel at least some impact.

 

Local Government

Milford Haven civic service marks start of mayoral year

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Mayor’s charities named as civic leaders gather at St Katharine and St Peter’s Church

THE CIVIC SERVICE of the Mayor of Milford Haven, Cllr Mark Woodward, took place at St Katharine and St Peter’s Church on Saturday (June 20).

The service marked Cllr Woodward’s election as Mayor and First Citizen of Milford Haven.

It was conducted by Rev Dr Adrian Furse and Canon John Cecil, with music from church organist Richard Stephens, Gelliswick Community Choir and Milford Haven Town Band.

Guides and Brownies, Milford Haven Sea Cadets and Royal Marines Cadets were also among those taking part, with councillors Colin Sharp and Yvonne Southwell acting as ushers.

Refreshments followed at Milford Haven Bowling Club.

Local MS Paul Davies was among those attending the service and wished the new mayor all the best for his term in office.

Cllr Woodward’s chosen charities for the year are Patch Charity and Greenacres Rescue.

Photo caption:

Civic guests attended the Mayor of Milford Haven’s service at St Katharine and St Peter’s Church on Saturday (Pic: Supplied)

 

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Charity

Toy Story fans fill charity toy box at Haverfordwest cinema

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Donations pour in for SNAP Specialist Play as families embrace Toy Story 5 launch

A TOY STORY-themed charity appeal at a Haverfordwest cinema has got off to a flying start, with families donating toys to support children with additional needs across Pembrokeshire.

The Palace Cinema has teamed up with local charity SNAP Specialist Play to collect new and pre-loved toys during screenings of the newly released Toy Story 5.

The appeal centres around an “Andy’s Toys” donation box, inspired by the beloved Pixar films, which has already been filled by generous filmgoers.

Toy Story magic: The Palace Cinema foyer has been transformed with themed decorations to celebrate the film’s release

Cinema manager Hannah Cramp said the response from the community had exceeded expectations.

Families attending opening screenings have arrived carrying bags of toys, with many children keen to share their own treasured items to help others.

The cinema has transformed its foyer into a colourful Toy Story-themed experience, complete with hand-painted decorations, character silhouettes, bunting and famous film slogans including “Reach for the Sky” and “To Infinity and Beyond”.

Many visitors have also embraced the spirit of the occasion by attending in costume as their favourite Toy Story characters.

Specialist support: SNAP’s sensory facilities help children with additional needs learn and develop through play

The toys are being donated to SNAP Specialist Play, a charity based within the Child Health Department at Withybush Hospital.

SNAP supports pre-school children with additional and complex needs through specialist play sessions designed to encourage communication, physical development and sensory learning.

Its facilities include sensory rooms, therapeutic play spaces and bespoke equipment used by speech and language therapists, occupational therapists and physiotherapists.

Project manager Cindy Jenkins said the charity was delighted by the partnership and grateful for the generosity shown by local families.

She said every toy donated would be put to good use, either during specialist play sessions, at family events, or through seasonal initiatives such as Christmas gift boxes for children and their siblings.

The appeal will continue until mid-July, with organisers hopeful that even more donations will be received over the coming weeks.

Anyone attending Toy Story 5 at the Palace Cinema is invited to bring along a new or good-quality pre-loved toy to support the appeal.

Toy Story magic: The Palace Cinema foyer has been transformed with themed decorations to celebrate the film’s release

Cover photo:

Fancy dress fun: Palace Cinema manager Hannah Cramp helping launch the Toy Story charity appeal.

 

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Health

Medicine shortages now ‘most severe on record’, health leaders warn

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PATIENTS are facing some of the worst medicine shortages ever seen in the UK, with pharmacists warning the situation now poses a serious risk to safety.

The National Pharmacy Association said shortages affecting commonly used medicines are becoming more frequent, lasting longer, and causing increasing disruption for patients, GP surgeries and pharmacies.

The warning comes as Serious Shortage Protocols for Creon, used by people with pancreatic cancer and cystic fibrosis to help digest food, have been in place since May 2024 and have now been extended until July 10, 2026.

HRT treatment Estradot has also been under a Serious Shortage Protocol since December 2024, with the current extension also running until July 10.

Patients travelling between pharmacies

A survey by the National Pharmacy Association found that 98 per cent of pharmacies had encountered patients who had visited several pharmacies in one day to find a prescription.

It also found that 96 per cent of pharmacies believed the current situation posed a serious risk to patient safety, while 89 per cent said they had been unable to dispense a medicine at least once a day because of supply problems.

Some pharmacy teams have also faced anger and abuse from patients unable to obtain medication.

Olivier Picard, Chair of the National Pharmacy Association, said: “Medicine shortages are becoming more frequent, lasting longer and causing increasing disruption for patients.

“These shortages are some of most severe the UK has experienced.

“It is deeply distressing to find patients who have travelled from pharmacy to pharmacy to find the medicines they need without success.”

Calls for urgent taskforce

The NPA is calling on the government to convene an emergency taskforce involving manufacturers, wholesalers, clinicians and pharmacists.

It also wants changes to rules which currently stop pharmacists from making simple substitutions, such as changing a tablet to a capsule or a cream to an ointment, even where a safe alternative is available.

Professor Victoria Tzortziou Brown, President of the Royal College of GPs, said medicine shortages were frustrating for patients, GPs and pharmacists, and added pressure to already stretched services.

She said the College supported pharmacists being able to make limited changes to prescriptions where a medicine is unavailable and a safe alternative exists.

She added: “The most important thing is that patients are able to access the medication they need safely and without delay.”

The Cystic Fibrosis Trust and Pancreatic Cancer UK have also raised concerns about the impact of shortages of pancreatic enzyme replacement therapy, including Creon, on people who rely on the medication to digest food, maintain weight and stay well enough for treatment.

 

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