"The cost of key components, especially memory (DDR) and storage (eMMC), has risen significantly across the industry due to the rapid expansion of AI infrastructure."
"These increases in component costs are reshaping global supply and demand, leading to a broader memory shortage that has been reported widely."
"Consumer electronics companies have worked hard to absorb these cost increases for as long as possible, but current levels are no longer sustainable."
Over the past six months, the costs of key components, particularly memory (DDR) and storage (eMMC), have significantly increased. This rise is largely due to the rapid expansion of AI infrastructure, which is altering global supply and demand dynamics. Many consumer electronics companies have attempted to absorb these cost increases, but the current levels are no longer sustainable for them to manage independently.
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