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Microsoft has confirmed a significant price increase for a key component of the Xbox hardware, specifically the ROG Ally X, recently released in the Japão. Esse adjustment increases the value from 139,800 yen to 169,800 yen, representing an increase of approximately 195 dollars or 144 pounds sterling.

The ROG Ally entry model remains unchanged, but experts indicate that RAM shortages are the main culprit for the change. Essa crisis affects not only the Japanese market, but may soon extend to other regions.

Rising demand for artificial intelligence drives component shortages, with data centers consuming much of global memory production. Empresas like Asus and Microsoft face pressure to pass on costs to consumers, directly impacting the gaming sector.

Details of the increase in Japão

The ROG Ally X, known for its advanced specifications like 24 GB of RAM and 1 TB of storage, saw its price jump at official retailers. Asus has not issued a formal statement on the reason, but analysts point to the reorientation of memory production for AI applications.

This change comes at a critical time for the portable market, where competition with devices like the Steam Deck is fierce. Consumidores on Japão now pay more for the premium model, while the standard Ally maintains the original price.

Global impacts of scarcity

The RAM crisis, worsening since the end of 2025, results from high demand for high-performance chips in AI data centers. Fabricantes like Micron prioritize business customers, leaving the consumer sector with limited supplies.

DRAM prices rose between 50% and 55% in the first quarter of 2026, affecting not only handhelds, but also laptops and smartphones. Empresas as well as Valve have postponed releases, including Steam Machine, due to cost instability.

Experts predict the shortage will persist until 2028, with data centers consuming up to 70% of the world’s memory production. Isso forces adjustments in production plans, like that of Sony, which could delay the next generation of consoles.

Steam
Steam – Valve

Effects on the handheld market

Valve has confirmed stock outages of the Steam Deck OLED in several regions, directly attributed to lack of memory and storage. The 256GB LCD model has been permanently discontinued, bringing the entry price to $549.

This situation temporarily benefits alternatives like the ROG Ally X, despite the price increase, but creates uncertainty for new market entrants. Consumidores face dilemmas between waiting for normalization or opting for more expensive options.

Competition between Microsoft, Asus and Valve intensifies, with each company dealing with the crisis differently. Enquanto some postpone products, others pass on costs to maintain the supply chain.

Forecasts indicate that prices for components such as SSDs and RAM will continue to rise, impacting custom PC builds and upgrades. Jogadores need to monitor stocks and promotions to mitigate the effects.

Technical reasons behind the crisis

RAM memory serves as temporary storage for data processed by the CPU, essential in gaming devices. With the AI ​​boom, chatbots and applications demand massive volumes, redirecting manufacturers’ production.

Micron, for example, announced its exit from the consumer market to focus on high-margin segments, such as AI. Isso results in 80% to 90% increases in DRAM prices in early 2026, affecting the entire supply chain.

The transition to high-bandwidth memories like HBM exacerbates the problem for products like the ROG Ally X, which uses LPDDR5X-8000. Enquanto the default Ally uses more modest settings, escaping immediate impact.

Perspectives for Steam Machine

The Steam Machine, Valve’s console and PC hybrid, faces delays in price and release date announcements due to the same shortage. Projetado to offer PC benefits in a console format, the device competes directly with the ROG Ally X.

Analysts suggest that Valve may need to raise prices to offset component costs, explaining the delay. Diferente of giants like Microsoft and Sony, which postpone entire generations, Valve is pressured by the moment of imminent launch.

The hardware promises performance comparable to handhelds, but market conditions may limit its initial success. Jogadores await updates as the industry seeks solutions to balance AI demand and general consumption.

Manufacturer strategies

Manufacturers like Asus implement selective increases, only affecting premium models in the Japão and Austrália. Na Austrália, the price rose by 200 Australian dollars, from 1,599 to 1,799, in line with the Japanese standard.

Valve opts for transparency, updating product pages about stock outages. Essa approach maintains confidence but highlights vulnerabilities in the global supply chain.

Other companies, such as Intel, predict relief only in 2028, encouraging innovations in memory efficiency. Enquanto Therefore, consumers are looking for alternatives such as shopping in unaffected regions or waiting for normalization.

The gaming industry adapts, focusing on software optimization to reduce dependence on expensive hardware. Desenvolvedores prioritize compatibility with more accessible configurations, mitigating impacts for end users.

Consequences for consumers

Gamers on the Japão and Austrália are already feeling the brunt of the increase, with the ROG Ally X costing the equivalent of $1,107. In other regions, prices remain stable, but shortage warnings suggest imminent changes.

Options like the Steam Deck face intermittent unavailability, forcing searches for dealers or refurbished models. Isso increases indirect costs, such as shipping or overpricing in secondary markets.

It is recommended to monitor official updates and consider advance purchases on promotions. The crisis encourages assessment of real needs, prioritizing durability over frequent upgrades.

Asian market analysis

At Japão, the 30,000 yen increase reflects local pressures but aligns with global trends. Varejistas as the official store of Asus adjusted listings quickly without affecting the standard Ally.

The Austrália follows a similar pattern, with an increase of 200 Australian dollars. Esses markets serve as indicators for Europa and US, where increases can occur within weeks.

Factors such as exchange rates and logistics amplify impacts, but demand for laptops remains high. Consumidores adapt, opting for basic models or postponing purchases.

Economic forecasts

Projections indicate that memory prices will rise by up to 8% in 2026, driven by permanent allocation to AI data centers. Isso affects not only games, but sectors such as automotive and mobile.

Companies like Samsung and Micron report record profits, but the end consumer bears the costs. Soluções include factory expansions, but they take years to complete.

The balance between innovation in AI and accessibility in electronics is key. Indústria seeks diversification of suppliers to reduce dependence.

Beatriz Lima é colaboradora da redação do Mix Vale, portal de notícias com cobertura de Brasil e mundo. Produz conteúdo nas editorias de economia e benefícios, com foco em informação de serviço para o leitor brasileiro. Escreve para o portal desde 2024.

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