#memory-pricing

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Tech industry
from24/7 Wall St.
2 days ago

Zuckerberg Just Gave Away Why You Should Buy Micron, Not Meta

Meta is raising infrastructure capex due to higher component costs, especially memory pricing, implying data center spending will rise beyond capacity plans.
#pc-market
Gadgets
fromtheregister
1 week ago

As memory prices squeeze enterprise buyers, Lenovo laughs all the way to the bank

Lenovo grew revenue and profit by shifting PC mix toward premium devices despite component shortages and rising memory costs.
Gadgets
fromtheregister
1 week ago

As memory prices squeeze enterprise buyers, Lenovo laughs all the way to the bank

Lenovo grew revenue and profit by shifting PC mix toward premium devices despite component shortages and rising memory costs.
more#pc-market
Apple
fromArs Technica
2 months ago

Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage

Apple quietly discontinued the 512GB RAM option for its top-tier M3 Ultra Mac Studio and increased the 256GB configuration price from $1,600 to $2,000, reflecting supply chain pressures despite maintaining stable pricing elsewhere.
fromThe Verge
3 months ago

Raspberry Pi is raising prices again as memory shortages continue

The cost of some parts has more than doubled over the last quarter,
Gadgets
fromWIRED
4 months ago

The Daring Attempt to End the Memory Shortage Crisis

When I asked him how bad things really were, Clarke looked at me with a sigh. "Look, I've been at this a long time. This is the worst shortage I've ever seen. Demand is way ahead of supply. And it's driven by AI. It's driven by infrastructure. You've seen the spot market price-it's up to five times from September. That will manifest. It already has in contract pricing."
Gadgets
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