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Memory Shortage

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AI-Driven Memory Boom Spurs Record Capex for Micron, Benefits Lam Research
technology8 days ago

AI-Driven Memory Boom Spurs Record Capex for Micron, Benefits Lam Research

Micron Technology posted a blowout fiscal Q3 2026 as DRAM and NAND demand far outpace supply, with revenue up 346% year over year and EPS surging more than 1,200%. Management projects capex of about $27 billion for fiscal 2026, likely rising above $40 billion in fiscal 2027, as AI workloads keep memory demand strong into the next decade. This tight memory market also supports Lam Research, a key memory-fab equipment supplier, contributing to an upbeat outlook for AI infrastructure stocks.

via The Motley Fool|
#ai-demand#capital-expenditure#lam-research
Apple to roll out at least five iPhones and ramp foldables amid memory crunch
technology9 days ago

Apple to roll out at least five iPhones and ramp foldables amid memory crunch

Apple reportedly plans at least five new iPhone models from late this year through early 2027, increases foldable iPhone production to about 10 million this year, and is exploring memory-chip suppliers in China to ease AI-driven shortages, with 2026 iPhone production expected to exceed 220 million as it seeks to gain market share amid industry-wide component constraints.

via CNBC|
#apple#foldable-iphone#iphone
RAMageddon relief: lingering Prime Day storage deals you can still snag
technology13 days ago

RAMageddon relief: lingering Prime Day storage deals you can still snag

Even after Prime Day ended, Mashable lists still-live memory deals to combat RAMageddon: the best MicroSD is Samsung T7 MicroSDXC 1TB for $239.99 and the best portable SSD is SanDisk Portable SSD 2TB for $232.99, with a range of WD, Seagate, Kingston, and Samsung drives—from 5TB portable HDDs to 20TB desktop HDDs and up to 4TB NVMe SSDs—still discounted as prices and availability vary.

via Mashable|
#memory-shortage#microsd#portable-ssd
AI-Driven Memory Shortage Reshapes Prices From Apple to Startups
technology14 days ago

AI-Driven Memory Shortage Reshapes Prices From Apple to Startups

A global memory crunch driven by the AI boom is lifting RAM costs and squeezing electronics makers from tiny startups to giants like Apple and Microsoft. 8GB DRAM prices have surged from about $35 to $300, forcing Mono Technologies to reassess a new production run, potentially price- hiking or trimming features. Apple and Microsoft have already announced price increases as memory costs spike, while Micron reports soaring revenue and margins on elevated RAM prices, illustrating a bifurcated market where suppliers benefit while many manufacturers struggle with tighter margins and inflation pressures.

via CNBC|
#ai-boom#apple#memory-shortage
Neo Refurb Listings Surface Soon After Apple Price Hike
technology15 days ago

Neo Refurb Listings Surface Soon After Apple Price Hike

Apple’s Certified Refurbished store now lists refurbished MacBook Neo units in four colors (Silver, Citrus, Indigo, Blush) with 256GB at $599 and 512GB with Touch ID at $679, eight SKUs in total, a day after new pricing raised Neo models to $699 and $799. Apple attributes the hikes to memory chip shortages and AI server demand. The Neo, powered by the A18 Pro with 8GB RAM and a 13-inch Liquid Retina display, remains the most affordable Mac.

via MacRumors|
#apple#macbook-neo#memory-shortage
Apple shares slide as memory squeeze prompts Mac and iPad price hikes
business16 days ago

Apple shares slide as memory squeeze prompts Mac and iPad price hikes

Apple shares fell about 6% after the company raised prices on several MacBook and iPad models to offset soaring memory and storage costs driven by a global memory shortage. Entry-level MacBook Neo rose from $599 to $699, MacBook Air from $1,099 to $1,299, MacBook Pro 14” from $1,699 to $1,999 and 16” from $2,699 to $2,999; iPad Air moved from $599 to $749, and iPad Pro 11” and 13” both increased (to $1,199 and $1,499, respectively). CEO Tim Cook called price increases “unavoidable” amid margin pressure, and analysts warn higher costs could dampen demand as the memory shortage could last for years. The move mirrors broader industry price bumps as chip costs rise.

via Yahoo Finance|
#apple#business#ipad
Apple stock falls after Mac and iPad price hikes amid memory-cost surge
business16 days ago

Apple stock falls after Mac and iPad price hikes amid memory-cost surge

Apple raised prices on MacBook Neo, MacBook Air, iMac and iPad lines due to a sharp rise in memory costs driven by AI demand; the move sent its shares down about 6% and erased roughly $250 billion in value, while iPhone, Apple Watch and AirPods were unchanged. The price changes took effect immediately and reflect ongoing memory-inflation pressures across the tech industry.

via NBC News|
#ai#apple#business
Xbox prices rise again, up to $150 more as memory costs surge
gaming16 days ago

Xbox prices rise again, up to $150 more as memory costs surge

Microsoft is hiking Xbox prices again due to higher memory/storage costs: 512GB models jump $100, 1TB models $150, with the Series S starting at $499.99 and the Series X (no disc) at $749.99 or $799.99 with a disc drive; the 2TB Series X is being sunset. The company is also offering new financing options (BNPL and Amazon financing) and will work with retailers to provide lower prices on previously played consoles amid the ongoing component crisis.

via The Verge|
#consoles#gaming#memory-shortage
iPhone 18 Pro Might Begin at $1,399 as Memory-Price Hikes Hit Apple
technology22 days ago

iPhone 18 Pro Might Begin at $1,399 as Memory-Price Hikes Hit Apple

The Wall Street Journal, citing TechInsights, reports that Apple’s iPhone 18 Pro could start around $1,399 due to a global DRAM and NAND memory shortage driving up component costs. Apple reportedly aims to preserve margins with standardized pricing around $1,299, but a new camera system and higher memory costs could push the starting price higher. The iPhone 18 Pro Max would be priced above the Pro, and the lineup is expected to launch with an anticipated iPhone Ultra around September, potentially around $2,000.

via MacRumors|
#apple#dram-nand#iphone-18-pro
SanDisk’s 8TB PS5 SSD Nears $3K, More Than Triple PS5 Pro
technology23 days ago

SanDisk’s 8TB PS5 SSD Nears $3K, More Than Triple PS5 Pro

SanDisk has released an 8TB Optimus GX Pro 850P NVMe SSD for PS5/PS5 Pro, priced at $2,960 (reduced from $3,700), more than three times the PS5 Pro’s price. The PCIe 4.0 drive delivers about 7,300 MB/s read and 6,300 MB/s write and comes in 1TB, 2TB, 4TB and 8TB variants, illustrating ongoing memory shortages and price hikes across gaming hardware.

via Engadget|
#memory-shortage#optimus-gx-pro-850p#price-hike
SanDisk’s 8TB PS5 SSD costs the price of three PS5 Pros
tech23 days ago

SanDisk’s 8TB PS5 SSD costs the price of three PS5 Pros

SanDisk has unveiled the Optimus GX PRO 850P NVMe PS5 SSD in 1TB–8TB sizes, with the flagship 8TB model priced at $2,959.99 (discounted from $3,699.99). That’s more than the combined cost of three PS5 Pros, underscoring the ongoing global memory shortage and skyrocketing SSD prices. The 4TB and 2TB options run $1,499.99 and $759.99, respectively. The drive features a PS5/PS5 Pro-optimized heatsink and is pitched as a premium upgrade, with WD’s similar-spec SSD currently cheaper, highlighting how supply constraints are inflating costs even as some retailers note AI-driven pricing effects in gaming.

via The Verge|
#memory-shortage#price#ps5
Apple signals price hikes as memory shortage hits iPhone, iPad, and Mac
tech24 days ago

Apple signals price hikes as memory shortage hits iPhone, iPad, and Mac

Apple CEO Tim Cook told The Wall Street Journal that price increases are unavoidable due to a global memory shortage, signaling RAM-driven price hikes across iPhone, iPad, and Mac. The Verge notes Apple has already raised RAM-related prices (e.g., Mac Mini starting at $799 after dropping the $599 option, and the Mac Studio RAM 512GB variant being discontinued) and analysts expect further changes; the WSJ also models the upcoming iPhone 18 Pro around $1,299.

via The Verge|
#apple#iphone#memory-shortage
NVIDIA Chief Foresees Years-Long Memory Shortage Benefiting MU and SNDK
technology1 month ago

NVIDIA Chief Foresees Years-Long Memory Shortage Benefiting MU and SNDK

NVIDIA CEO Jensen Huang said AI demand is enormous and the memory shortage will persist for several years, a bullish read for Micron (MU) and SanDisk (SNDK). He also announced a multi-year memory-development partnership with SK Hynix to support NVIDIA’s Vera Rubin systems, extending demand visibility across the memory complex. SanDisk’s datacenter revenue surged 645% YoY, and Micron guided Q2 near $19B with about 68% gross margin. The commentary frames the memory crunch as a multi-year, supply-driven trend that could benefit memory peers even amid broader market volatility.

via Yahoo Finance|
#ai#memory-shortage#micron