… Component costs driven by AI data center demand for DRAM are rising, which should push prices up. The fact that prices are falling regardless proves that demand for these specific consumer GPUs is currently weaker than the supply-side pressure. …
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… Nintendo has plans to produce tens of millions of Switch 2 consoles throughout this fiscal year as the company faces cost-pressured product margins. …
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… Rising component costs and supply constraints may delay launch, increase prices, or force hardware changes, complicating Xbox's new affordability-focused strategy. …
… Essentially, Kyung has said that if AI companies don't start making more than they are spending, which they currently aren't doing, then those AI companies will slow down their purchases of hardware, alleviating the pressure on the market. …
… With such compression tech making those systems run on lower-spec hardware, it could accelerate the AI push significantly. More deployment means more demand for training new models, which loops back to more pressure on the memory supply, not less. …
… The deal prevented a strike that could have cost Samsung upwards of $66 billion and disrupted global memory chip supply chains. TSMC employees appear to be watching that outcome closely and drawing their own conclusions about what organized pressure can achieve. …
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