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Handheld gaming PCs hit by AI-driven component shortages and price spikes

An artificial intelligence boom is disrupting semiconductor supply and putting the brakes on the once fast-growing handheld gaming PC market. Rising memory and storage prices are pushing up manufacturing costs and making some products difficult to launch. Ayaneo halted sales of its next-generation NEXT 2 after costs surged far beyond expectations. The pressure is spreading across the sector, with inventory shortages reported and potential risks to development schedules for upcoming devices.