… Related Story Samsung’s Memory Business Alone Is Now More Profitable Than Amazon, Meta, And Microsoft, Quietly Becoming One of the Biggest Winners of the AI Race The sub-$500 entry-level PC segment will disappear by 2028. - Ranjit Atwal, Sr Director Analyst at Gartner One of the primary reasons man… …
… Similar to AI memory, HDDs have seen massive adoption in recent times, which has put suppliers under pressure. …
… As we noted recently, 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. Together, these two components now make up a whopping 54 percent of a budget smartphone's total cost! …
… However, due to structural fluctuations in the global supply chain, several key components are experiencing significant cost pressure, particularly memory DRAM and storage components NAND / SSD . …
… According to a South Korean publication, Samsung's Device Experience DX division, which includes its mobile-focused MX unit, has instituted a series of cost-cutting measures in the face of the ongoing memory inflation, including a complete ban on traveling in business class . …
… PC vendors are signalling broad price increases as cost pressures intensify into H2 2026. …
… These memory-led pricing pressures are hitting the entry-level and mid-tier smartphone segments particularly hard, especially given their limited pricing-related maneuverability. …
… 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 … …
… MSI Unveils GeForce GTX 1650 D6 Series With GDDR6 Memory - Features The Twin Frozr Thermal Design To Keep It Cool These new models will get the designation ‘D6’ in their names to indicate the usage of faster memory. …
… Even before the price hike, Micron had discontinued its DDR4 memory . We also have a statement from Teamgroup on this matter, and that only paints a further bleak picture of the entire situation: We have indeed observed noticeable upward pressure on prices across the NAND and DRAM markets. …