Tag

Memory Prices

All articles tagged with #memory prices

business14 days ago•12 min saved

Apple Faces Margin Test as iPhone 18 BOM Could Jump 38%

TrendForce estimates the iPhone 18 Pro’s bill of materials could rise about 38% versus the 2025 model due to memory-price inflation, putting pressure on Apple’s margins. The company could absorb part of the cost or raise prices to protect shipments, with memory costs expected to keep rising into 2027. The iPhone 18 cycle will test Apple’s premium-pricing power, even as the company enters it from a position of strength with solid Q3 revenue and margins.

via Yahoo Finance|

#apple #business #gross-margin

technology15 days ago•8 min saved

Memory spike lifts iPhone 18 Pro BOM by 38%, TrendForce estimates

TrendForce estimates the iPhone 18 Pro’s BOM will be about 38% higher than the iPhone 17 Pro, driven largely by memory costs that are rising and could account for roughly a third of BOM in 2026–27; with memory prices staying elevated, Apple may raise prices or reduce margins to maintain volumes, potentially pricing older models higher as the new lineup debuts alongside the foldable iPhone Ultra next month.

via MacRumors|

#bill-of-materials #iphone-18-pro #memory-prices

technology21 days ago•12 min saved

GPU Prices Head Higher as Nvidia and AMD Announce Bigger Hikes

Nvidia has confirmed a substantial GPU price hike (roughly 20–30%), with AMD following by aiming for at least a 10% increase; the moves are driven by persistent memory demand and Samsung’s price hikes. These increases are expected to cascade through partners to consumers, and memory-cost pressures could trigger further price rises across related hardware, including upcoming price bumps for consoles like Xbox Series X/S, Switch 2, and PS5.

via GameSpot|

#amd #graphics-cards #memory-prices

technology24 days ago•16 min saved

GPU Prices Set to Climb Again as Nvidia and AMD Signal Hikes

Rising memory costs and AI demand are pushing graphic-card prices higher, with Nvidia reportedly planning another round of GPU price hikes and AMD potentially following. The memory crunch—affecting GDDR7 and GDDR6—has already driven RTX 50-series and RX 90-series prices up and may delay mid-gen refreshes, signaling inflated GPU prices through 2027.

via Gizmodo|

#amd #gpu #graphics-cards

finance24 days ago•10 min saved

Memory Costs Lift Amazon Capex to $54B as Revenue Surges

Amazon posted Q2 net sales of $200.6B (up 20%), led by AWS growing 37% to $42.2B and advertising up 26% to $19.8B; diluted EPS was $5.75 but included about $53.4B of non-operating pre-tax income from Anthropic. Capex jumped to $54.2B this quarter, prompting a full-year capex forecast around $220B due to memory-cost pressures and capacity constraints; trailing free cash flow swung to a $7.6B outflow and long-term debt rose toward $129B. AWS backlog stood at $496B. For Q3, revenue is guided to $197-202B, below consensus as Prime Day shifts into June.

via Yahoo Finance|

#amazoncom #aws #capex

gadgets1 month ago•16 min saved

Xbox’s Massive Reset Stakes the Future on a Premium Helix Console

Gizmodo reports that Microsoft’s Xbox is undergoing a sweeping reset, cutting about 1,600 jobs and four studios, with a plan to trim around 3,200 more by year’s end as it doubles down on a costly next-gen effort called Project Helix. While the console team allegedly stays intact, memory-price pressures and a stagnant Game Pass (roughly 30 million subscribers vs. a 77 million target) push Xbox toward a hardware-first strategy, with potential streaming or PC/mobile angles. Past bets on aggressive pricing and a broad “Everything is an Xbox” strategy failed, and executives warn this could be the most significant hardware crisis in the industry. The question remains whether Helix can justify a premium price and revive growth, or whether this will be Xbox’s last major console push after repeated resets.

via Gizmodo|

#gadgets #gaming #layoffs

business1 month ago•2 min saved

Chip stocks slip as AI demand doubts cloud Samsung's gains

Semiconductor equities fell after Samsung beat profits but missed lofty AI demand expectations, dragging memory names and leading chipmakers lower as investors reassess whether AI spending can sustain the recent price run-up.

via CNBC|

#ai-demand #business #chip-stocks

markets1 month ago•112 min saved

Micron Slumps in Premarket Trading as Tech Rout Dampens Semiconductors

Micron Technology shares fell about 6% in premarket trading as a broader tech sell-off hit semiconductors; the move came after Samsung’s strong results sparked a sell-the-news reaction, with the longer-term case aided by rising memory prices, though traders may be taking profits after a recent rally.

via Benzinga|

#markets #memory-prices #micron-technology

technology1 month ago•4 min saved

UBS hikes memory price forecast as supply tightness stretches into 2027

UBS lifts its DRAM and NAND price forecasts amid ongoing memory-supply constraints, predicting DDR contract prices to rise 32% QoQ in Q3 and 18% QoQ in Q4, with NAND up 30% QoQ in Q3 and 12% QoQ in Q4. TrendForce likewise flags persistent shortages, while UBS notes demand growth outpaces supply (roughly 36% vs about 19% for DRAM in 2027), suggesting higher memory prices could persist and drive substantial industry revenue growth into the late 2020s (with price changes varying by product/brand).

via Wccftech|

#dram #memory-prices #nand

gaming1 month ago•1 min saved

Cinder City: 64GB RAM as a Recommended Spec Triggers Upgrade Fears

NCSoft's Cinder City Steam listing unusually lists 64GB of RAM as the game's recommended (and minimum) memory, paired with an RTX 4060 and a high-end CPU, a move many players doubt is correct since 64GB kits are expensive and rare. Steam data shows only about 4% of players own 64GB, with 16GB still the norm for 41%, and memory prices are expected to rise in 2026, prompting questions about the listing while NC hasn’t announced a release date.

via TechSpot|

#64gb-ram #cinder-city #gaming

technology1 month ago•6 min saved

July Could Be Your Last Cheap Xbox Upgrade Window

Industry analysts warn memory hardware costs will keep rising through 2026 and beyond, suggesting a July 2026 upgrade window for Xbox Series X|S before August price hikes and potential supply constraints; the piece argues upgrading now could save money and ensure access to upcoming titles like GTA VI.

via TrueAchievements|

#ai-memory-crisis #gta-vi #memory-prices

technology1 month ago•20 min saved

Lenovo: Memory Prices Could Stay Sky-High for Years as Console Prices Jump

Lenovo warned at ISC in Germany that DRAM and NAND memory prices may never return to pre-crisis levels, potentially becoming the new normal into 2030 and beyond; the article also lists global gaming-hardware price hikes, with Xbox Series S up to $500, Series X up to $800, PS5 Digital Edition up to $600 and disc version up to $650 (PS5 Pro $900), and Nintendo Switch 2 priced at $500, alongside price rises for Switch 1 models (Lite $230, base $340, OLED $400).

via VGChartz|

#console-pricing #dram #lenovo

business1 month ago•3 min saved

Memory Prices to Surge Through 2026, with Relief Expected Only by 2028

Jefferies Equity Research warns memory prices for DRAM/NAND are set to rise through 2026 due to persistent shortages and limited new capacity, forecasting a 40–50% price jump in Q3 2026 and a further 30–40% in Q4, with 2027 YoY increases of 40–45% and only modest relief by 2028 as 15–20% more supply comes online. Long-term contracts with hyperscalers are tightening near-term supply, and Chinese memory firms are not expected to disrupt markets in 2026–27, though expansions could shift the landscape by 2028.

via Wccftech|

#ai-demand #business #dram

markets2 months ago•19 min saved

OpenAI IPO delay rattles chipmakers as markets drift

US stocks fluctuated Friday after a New York Times report suggested OpenAI might delay its mega-IPO, weighing on memory-chip names even as the Nasdaq rose about 0.2% and the S&P 500 and Dow posted small gains; investors also weighed persistent memory-cost pressures on device makers, a strong Micron earnings signal of ongoing squeeze, potential Fed rate moves, and oil’s decline amid Middle East tensions.

via Yahoo Finance|

#chip-stocks #markets #memory-prices

technology2 months ago•2 min saved

Microsoft hikes Xbox prices amid AI-driven memory crunch

Microsoft is raising Xbox prices due to higher memory costs driven by AI demand: the Series S 512GB increases by $100 to about $500, the 1TB variant by $150, and the Series X base starts around $750, with the 2TB model discontinued; the move follows Apple price increases and reflects tighter memory supply for AI infrastructure, noting consoles are often sold at a loss and sending shares lower.

via CNBC|

#ai #memory-prices #microsoft