… 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. …
… According to TrendForce , despite manufacturers operating at full utilization rates, supply continues to lag behind the expanding storage requirements of US-based CSPs, especially as AI, cloud computing, and data-intensive workloads continue to scale. - DigiTimes Traditionally, HDDs have been known… …
… But in the current situation, PC manufacturers are ultimately 'bound' to pass on the cost pressure to customers. …
… Memory Pressure On Dell's Server & PC Markets Is Expected To Grow Over Coming Quarters, Says UBS The high demand for HBM and DRAM memory for AI GPUs has led to a tight market , which has seen prices jump by as much as 414% in some regions. …
… To mitigate cost pressures, OEMs are reducing memory content per device or prioritizing premium lineups equipped with LPDDR5, where price pressure is relatively manageable. …
… 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 during the quarter. …
… This demand goes against the belief that higher demand for NAND chips might ease the pressure in the DRAM market since firms are working towards integrating NAND into AI systems. …
… It's said that the entire industry is feeling the pressure of rising costs, and many vendors have started implementing price hikes in advance, as early as six months. …
… YMTC’s technology also meets Apple’s standards, and selling iPhones in the domestic market with the latter’s NAND flash chips is an excellent way to avoid the wrath of the U.S. government. …
… He specializes in semiconductor fabrication and market analysis. …
