#memory-price-inflation
#memory-price-inflation

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Memory and CPU shortages to push up PC prices

Chipmakers' prioritization of AI production is restricting consumer memory and storage supply, driving PC price increases, limited configurations, and sourcing shifts.

fromwww.mercurynews.com

2 weeks ago

Apple's upbeat forecast clouded by fears about rising costs

Revenue will rise 13% to 16% in the second quarter, which runs through March, the company said Thursday during a conference call with analysts. That exceeded the 10% projected by Wall Street showing that Apple can maintain momentum after an iPhone-fueled sales surge in the December quarter. Still, the specter of rising memory prices clouded the results. After a minimal effect last quarter, the company expects more of an impact to gross margins in the current period, Chief Executive Officer Tim Cook said.

Apple

Artificial intelligence

fromComputerworld

2 months ago

Memory efficiency: Apple's new competitive advantage

AI-driven memory demand is raising memory prices, forcing manufacturers to increase device prices and integrate more on-device memory for edge intelligence.

Mobile UX

fromGSMArena.com

2 months ago

Counterpoint: smartphone market will shrink in 2026, prices will rise due to RAM shortages

Rising memory prices will shrink the global smartphone market by 2.1% in 2026 and increase component costs and ASPs, pressuring OEMs' shipments and margins.

Apple

fromComputerworld

3 months ago

Do higher RAM prices make Apple a better option?

Increased memory raises cumulative energy costs at scale, Apple emphasizes higher performance-per-watt, and rising memory prices like Samsung's 60% hike increase budgetary and sustainability pressures.