… Memory prices surged entering the year and are expected to keep rising, which pushed consumers and businesses to make purchases earlier than planned. Buyers moved to avoid higher retail costs so as to pull demand forward rather than expanding it. …
… In a March 10 report from analysts at TrendForce, the surging memory prices will push up the retail costs of notebooks by a considerable amount. …
… The memory pricing issue is a massive problem, with analysts believing the surges could raise the component cost significantly. Currently, memory accounts for a 10 percent share in the bill of materials for an iPhone, but that is expected to be 45 percent by the end of 2026. …
… Rising memory costs are emerging as a near-term pressure point, driven by increased demand tied to AI workloads. Those costs could weigh on margins in the coming quarters even as revenue growth remains strong. …