After two years of stability, 2025 has seen a sudden resurgence in global chip demand — and the gaming industry is feeling the pressure.
With AI servers and electric vehicle manufacturing consuming most semiconductor production, gaming hardware OTPKLIK companies like Nvidia, AMD, and Sony are once again struggling to maintain supply for their latest GPUs and consoles.
Retailers in the U.S. and Europe report shortages of Nvidia’s RTX 5090 and Sony’s PS5 Pro, both of which rely on the same 3-nanometer architecture used in AI data centers. “The overlap between gaming and AI markets has created a perfect storm,” said analyst Michael Zheng of TechRadar Insights.
Manufacturers are shifting strategies: AMD has begun localizing production through new facilities in Vietnam and Poland, while Sony is exploring in-house chip design to reduce dependency on TSMC.
For gamers, the impact is already visible. Prices of top-tier GPUs have jumped by 25% since March, and resale markets are thriving again.
Yet, optimism remains. Intel and Samsung have pledged new fabrication lines dedicated to entertainment hardware by 2026, which may stabilize the market. Until then, hardware shortages are once again shaping the industry’s economics — a reminder that the digital world still depends on very physical materials.
