All articles tagged with #memory prices
Micron Technology and peers jumped on news of a U.S.-Iran cease-fire as UBS analysts forecast memory prices to stay elevated into late 2027. DDR memory rose about 95% and NAND up ~80% in Q1, with further Q2 gains of roughly 37% and 40% expected, supported by potential long-term supply agreements that could stabilize prices amid steady demand for AI infrastructure.
Sony will raise PS5 prices in the U.S.: disc edition from $549.99 to $649.99, digital edition to $599.99, and the PS5 Pro to $899.99, effective April 2, citing pressures in the global economy and a surge in memory costs that have tightened margins for hardware.
Samsung reportedly placed its Device Experience (DX) division into emergency management due to surging memory prices and higher logistics costs, even with record Galaxy S26 pre-orders; with margins collapsing and a potential operating loss in 2026, the company is reportedly raising base prices to offset cost pressures.
IDC forecasts the global smartphone market will fall 12.9% in 2026 to about 1.12 billion shipments due to rising memory chip prices, marking a record decline, but Apple and Samsung are expected to gain market share. The average selling price is seen rising about 14% to $523 as manufacturers push higher-margin models, with low-end Androids most affected. Apple recently posted a strong December quarter with iPhone revenue up about 23%, and analysts’ consensus on AAPL remains a Moderate Buy with roughly 12.7% upside to around $307.55.
Nintendo president Shuntaro Furukawa said memory-price rises have not yet hit Switch 2 profitability in the latest quarter, but warned the trend could pressure margins if it extends into the next fiscal year. The company is securing memory supplies long-term, has not decided on a hardware price change, and plans to grow the installed base while holding higher-than-usual inventory to guard against potential supply disruptions.
Nintendo CEO Shuntaro Furukawa said rising memory costs could pressure Switch 2 profitability in the next fiscal year, but near-term hardware profitability has not been hit and no price changes are decided yet. Domestic Switch 2 sales surpassed expectations while overseas performance was slightly weaker, helped by new holiday titles like Pokemon Legends: Z-A – Nintendo Switch 2 Edition and Kirby Air Riders.
Nintendo reports strong Switch 2 demand with 17.37 million units sold since June 2025 and a forecast of 19 million for the year, but president Shuntaro Furukawa says a price increase is being “carefully considered” after reviewing platform adoption, sales trends, costs, profitability and market conditions. Rising memory prices could pressure profits in the next fiscal year, though there are no immediate risks for the current year. Nintendo will monitor the situation and provide updates as needed.
Nintendo kept its full-year Switch 2 sales forecast at 19 million units for the year ending March 2026 after a fiscal Q3 where revenue rose 86% year over year to 806.32 billion yen and net profit rose 24% to 159.93 billion yen (above consensus on profit). The Switch 2 has sold 17.37 million units so far, including 7 million in the December quarter, with Mario Kart World and Donkey Kong Bananza driving demand; upcoming titles Mario Tennis Fever (Feb) and Pokémon Pokopia (Mar) and a Super Mario Galaxy movie (Apr) are aimed at sustaining momentum. Investors remain wary of potential memory-price headwinds that could hit profitability, though Nintendo says pricing and bundles could offset higher component costs as it targets a broader mass market.
Nintendo President Shuntaro Furukawa declined to comment on possible Switch 2 price increases, citing that he cannot discuss hypotheticals, while noting that rising memory prices connected to AI chips will not have an immediate impact on Nintendo’s finances. He also confirmed ongoing work on both established franchises and new content, with potential expansion into film and possible anime ventures.
Micron Technology's shares have surged 236% in 2026, driven by strong demand for high-end memory chips used in AI GPUs, partnerships with NVIDIA, and increased investment plans, with analysts optimistic about continued price rises and capacity expansion.
Samsung Electronics expects its profits to triple in Q4 2022, reaching a record high of around 20 trillion won, driven by a surge in memory chip prices due to booming AI demand and a market shortage, marking a significant boost for the company's financials and market position.
G.Skill announced a sharp increase in memory prices due to global supply constraints and high demand from the AI industry, reflecting widespread industry volatility and rising component costs, which are expected to impact consumer prices and market dynamics.
Samsung is expected to announce a 10-fold increase in profits as memory prices rebound, signaling a strong recovery for the tech giant.