Rising memory costs see vendors change terms and conditions

"For memory customers, price negotiations have been challenging given limited availability,"

"Suppliers are allocating constrained supply and prioritizing segments that are willing-or able-to absorb higher pricing. This dynamic has led to ongoing price discovery across the market and the renegotiation of pricing contracts."

"rare and only in response to material increases in forecasted commodity costs."

"significant constraints"

Spiking memory prices driven by AI buildouts and heavy capital expenditures have tightened global component supply and pushed many memory product prices significantly higher compared with a few months ago. Suppliers are allocating constrained inventory and prioritizing segments able to absorb higher pricing, generating ongoing price discovery and contract renegotiations. Hardware vendors have shortened quote expiration windows and expanded contract terms to allow price adjustments or order cancellations prior to shipment. Cisco may cancel compute orders up to 45 days before shipment and adjust pricing. HPE halved quote validity to 14 days and allows price adjustments until shipment, with some customer categories treated differently.

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