…DRAM From CXMT, As iPhone 18 Pro’s Memory Costs Threaten To Triple According to Jefferies Equity Research , it is reported that memory prices are expected to see a 40-50% rise…
…This makes DDR5 a more cost-effective solution for PCs. HBM demand is also on the rise, with all major DRAM manufacturers now on board the AI train, offering their latest and…
…Unlike its peers, Apple mostly maintained stable pricing despite rising BOM costs, reflecting its ability to absorb cost pressures and remain insulated from the memory crisis, which helped strengthen its competitive position…
…They're not making any good profits, but from now on they start to get profit. - Phison CEO With the initial rise in DRAM demand, the average consumer was expecting a steady…
…production of next-gen DRAM, surpassing Samsung & Micron. Even TSMC has said that they will sidestep next-gen EUV machines for now , and focus on more viable & cost-effective solutions that provide…
…It is indeed unfortunate to see the state of the industry with memory shortages onboard, as they have dramatically affected the prices of individual components, with RAM modules experiencing an aggressive rise…
…These price hikes are due to rising DRAM costs, such as GDDR6, which are used by graphics cards. Since September, the AI segment demand has prompted a sharp rise in DRAM and…
…Consider the fact that DRAM costs now make up a whopping 35 percent of the Bill of Materials (BOM) of a given entry-level handset, while NAND costs add another 19 percent…
…key components are experiencing significant cost pressure, particularly memory (DRAM) and storage components (NAND / SSD). These changes stem from adjustments in global manufacturer capacity allocation, rising investments in advanced manufacturing processes, and…
…get their shipment momentum going strong, but the ongoing DRAM shortage has been quite problematic for these manufacturers, as rising component costs have pretty much guaranteed that consumer demand will fall off…