… This decision is a necessary response to sustained cost pressures and rising supply costs, aimed at ensuring stable supply, maintaining product quality and service standards, and continuing to support the broader ecosystem. …
… Similar to AI memory, HDDs have seen massive adoption in recent times, which has put suppliers under pressure. …
… This means that if a unit of DRAM from Samsung costs 10,000 Korean Won at the start of 2025, it would have cost 20,000 Won in Q1 2026 and would now retail for 26,000 Won. …
… PC vendors are signalling broad price increases as cost pressures intensify into H2 2026. …
… This further puts more pressure on PC makers to adopt older chips to reduce the overall cost. …
… While the goal certainly seems optimistic, it is also important to note that the NAND supply lines are already under massive pressure following demand for storage from CSPs and AI giants, and given that the AI SSD solution being discussed actually becomes mainstream, well, you could expect a DRAM-l… …
… Like AI memory, HDDs have seen massive adoption in recent years, putting suppliers under pressure. With the AI frenzy, we have seen major PC components go into short supply , and unfortunately, this trend will persist for quite some time before we witness a meaningful recovery. …
… Apple & NVIDIA Are Major 3nm Clients, and the Supply Shortage Actually Helps Them Offset Competition We have discussed TSMC's chipmaking capabilities being under pressure, as every major entity in the AI race depends on the Taiwan giant. …
… ASUS & Other PC Vendors Are Running Out Of Their DRAM Stockpile, Leading Them to Aggressively Hike Prices The PC industry has been under pressure ever since memory shortages became prevalent, yet vendors have shown restraint in raising product prices, given that they had been relying on stockpiles … …
… In contrast, you can get five budget devices from Apple at around the same total cost: the iPhone 17e $599 , the MacBook Neo $599 , the iPad 11 $349 , the Apple Watch SE 3 $249 , and the AirPods 4 $129 , bringing the total to $1,925. …