And Then, “Commodity” Parts Stopped Being Commodities

Mid-January is often when supply reality catches up with roadmaps. This time, things are tougher than ever.

Late last year, a major constraint tightened across consumer hardware.

Global memory shortages, driven by DRAM and NAND capacity being pulled toward AI and data-center demand, began pushing up prices and stretching lead times for the kind of memory almost all embedded devices rely on.

This is a structural reallocation and not a temporary hiccup.

For years, memory sat in the BOM as a boring, fungible line item.

Cheap. Plentiful. Swappable.

Now it is a gating factor that affects feasibility, scheduling, and often whether a product can ship at all.

Time for a rethink.

When a “basic” component becomes this unpredictable, the product roadmap has to bend.

Features that assume abundant memory turn into massive liabilities.

Designs optimized for peak specs start looking pretty fragile.

And the teams that can flex architectures, stagger features, or design around lower memory footprints gain a resilience advantage their competitors will miss out on.

This is all about sequencing value.

Shipping the best version you can NOW, instead of the ideal version sometime down the road.

Scarcity has a way of clarifying priorities.

The question for product makers is whether your roadmap assumes the world you wish existed, or the one your supply chain is equipped to enable.

In 2026, adaptability ain’t no nice-to-have.

Want to make your product irresistible? That’s what we do as product marketing consultants at Graphos Product, helping innovators turn need-driven ideas into market-ready successes.