GPUs: +19.2% in one month

Fixed basket of 176 GPU models, tracked at 3+ retailers daily for 30 days (July 15 - August 14), to rule out the distortion that happens when cheap cards sell out and skew a simple daily average.
- July 15: €808.57 average
- August 14: €963.56 average
+19.2%, same 176 cards throughout
Not a single spike, started climbing around July 24-25 and has been steady since. Consistent across markets too: Germany +19.6%, France +18.1%.
RAM: +18.6% over two months

Same fixed-basket approach: 112 DDR5 kits in stock at 2+ retailers on both June 19 and August 18, tracked daily throughout.
- June 19: €666.80 average
- August 18: €791.14 average
+18.6%, same 112 kits throughout
This one had a sharper inflection point: flat through most of June, then a sudden +6% overnight jump on July 1 (checked individual SKUs to rule out a data glitch, it's real, looks like a manufacturer-side price change hitting multiple retailers the same day), followed by continued climbing through mid-July, then a slower steady rise since.
Methodology, for both: price is the average across whichever 2-3+ retailers carried a given product on a given day, not the single cheapest price, and not a blended average across a shifting product list, a fixed set of SKUs, verified daily, same products at the start and end of the period.
Data limitation: RAM figures are consumer DDR5 desktop kits only
Independent corroboration: German tech outlet Heise recently reported a similar ~20% GPU price increase: https://www.heise.de/news/Grafikkarten-werden-nochmals-rund-20-Prozent-teurer-11409262.html
Data source: PriceSquirrel, tracking hardware prices across 20+ EU retailers.
heise (German tech outlet) reported the same trend: https://www.heise.de/news/Grafikkarten-werden-nochmals-rund-20-Prozent-teurer-11409262.html