PC industry forced to make giant RAM & SSD price hikes, Apple still mostly insulated
… For the moment, at least, Apple& 039;s supply chain is somewhat insulated. …
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The Middle East Conflict Is Brewing a Chip & Memory Supply Chain Disaster That Could Derail the AI Buildout
… In all these measures, fabless customers would need to change their pricing/supply plans, creating a 'domino' effect within the AI supply chain. …
The SSD Markets Are About to Get Hammered With NAND Shortages & Price Hikes, And There's Probably Nothing We Can Do
… RAM prices are skyrocketing, GPU launches are being delayed, and now it appears that major NAND manufacturers are planning extensive price hikes on their supply. …
Samsung Increases Some Galaxy Prices as Cost Pressures Mount
… Like other consumer electronics companies, Samsung is facing shortages of memory components due to the rise of generative AI and its increased computing power needs, as well as higher costs for other parts driven by supply chain constraints and tariff pressures. …
Samsung’s Rumored Memory Price Hike Could Be a ‘Catastrophe’ for PC Gamers, Driving RAM Prices to Unimaginable Levels
… And since data center build-out is currently at its highest, it is certain that a shortage of components like DRAM and NAND will be present. And since manufacturers are receiving large-scale orders that reserve 'years of supply', the consumer markets will eventually suffer. …
Apple Orders Samsung's 12GB LPDDR5X RAM For The iPhone Fold At 2x Last Year's Price
… Even so, the supply contract still entails a year-over-year price increase of around 2x. …
Now Might Be One of the Best Times to Buy DDR5 & DDR4 RAM Modules, as Prices Are Expected to Rise Further — Even After a 30–50% Jump
… DRAM has evolved to be a crucial component of the AI supply chain, as it is not only widely used in high-bandwidth memory HBM but also companies continue to employ technologies like DDR5 and DDR4 for conventional AI workloads. …
Samsung and AMD Expand Strategic Collaboration on Next-Generation AI Memory Solutions
… Material factors that could cause actual results to differ materially from current expectations include, without limitation, the following: impact of government actions and regulations such as export regulations, import tariffs, trade protection measures, and licensing requirements; competitive mar… …
iPhone 17 keeps driving Apple marketshare, as US smartphone sales contract
… Smaller Android vendors may struggle to match the company& 039;s pricing consistency, carrier support, and marketing scale as component costs continue rising. …
Cyber resilience defines SME competitiveness
… These organizations are deeply embedded in the supply chains of larger enterprises. …