#dram-shortage

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Apple
fromTechzine Global
16 hours ago

230 percent higher DRAM costs affect iPhone 17 production

Apple faces sharply rising DRAM costs—12GB LPDDR5X chips jumped from $25–$29 to about $70—pressuring iPhone 17 margins and risking higher future prices.
fromBusiness Insider
1 week ago

The AI race is pushing up Dell computer prices. Here's what to expxect, and what the PC giant is telling its sales staff.

Starting December 17, the computer maker is set to hike prices across its commercial product lines, according to an internal list of upcoming price changes sent to staff on December 9 and seen by Business Insider. The list outlines price hikes for Dell'scommercial business - meaning its sales to corporate clients rather than individual consumers. The commercial business accounts for about 85% of Dell's annual revenue in the Client Solutions Group (CSG), the division that sells laptops and PCs, according to its latest annual results.
Gadgets
fromArs Technica
3 weeks ago

After nearly 30 years, Crucial will stop selling RAM to consumers

DRAM contract prices have increased 171 percent year over year, according to industry data. Gerry Chen, general manager of memory manufacturer TeamGroup, warned that the situation will worsen in the first half of 2026 once distributors exhaust their remaining inventory. He expects supply constraints to persist through late 2027 or beyond.
Tech industry
Tech industry
from24/7 Wall St.
3 weeks ago

Should AMD Investors Worry About Google TPUs and the DRAM Shortage?

Advanced Micro Devices shares fell ~18% in November but still present a buying opportunity despite high P/E amid GPU competition from Google TPUs and DRAM shortages.
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