The Wall Street Journal says Apple is qualifying CXMT DRAM for iPhones and MacBooks. Export rules bar the spec work Apple normally does with a supplier.
Microsoft's August 1 increase put the 1TB Series X at €799.99 and £669.99. The cheapest Series S rose 43%, and Microsoft says storage and memory now cost more than 2.5x.
HBM stacks for AI accelerators outbid the DRAM in phones and laptops. Qualcomm, Roku and Google have all repriced, and IDC sees PC prices up 18.3% this year.
South Korea announced a roughly $576 billion (W900 trillion) AI-chip push led by Samsung and SK Hynix, targeting HBM, DRAM fabs, and AI data centers.
Valve's living-room console launches at $1,049 to $1,428. Here's what's inside, why the price ballooned, and how SteamOS lets you skip the hardware entirely.
Tim Cook told the WSJ that Apple price rises are unavoidable as an AI-driven memory crunch quadruples DRAM and NAND costs across every consumer device.
Nintendo confirmed a $50 Switch 2 price increase effective September 1 in the US, citing market conditions. The DRAM shortage caused by AI buildouts is the trigger.
Samsung Electronics posted record Q1 2026 results on April 30: 133.9 trillion won revenue and 57.2 trillion won operating profit. Semiconductors did 93% of the work.
DDR5 contract prices jumped 100% since 2025, HBM is eating 23% of DRAM wafers, and the fabs that could fix it don't come online until 2028. Here's the shape of the crunch.