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.
AMD quietly dropped RAM encryption from consumer Ryzen 9000 chips in a firmware update. A Linux hobbyist caught it, the community revolted, and AMD is reinstating it in July.
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.
Nvidia's RTX Spark laptops put a Grace Blackwell superchip and 128GB of unified memory in a notebook, aimed at running 120B-parameter models offline.
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.
Cyera disclosed CVE-2026-7482 on May 1, a CVSS 9.1 unauthenticated heap read in Ollama. Three API calls dump prompts, env vars, and API keys from any open instance.
Apple posted record Q2 revenue of $111.2B (up 17%). John Ternus joined his first earnings call as named CEO. Cook warned AI memory costs will hit Apple's June quarter.
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.
Samsung's union voted to walk out May 21 over a bonus gap that sees SK Hynix engineers pocket roughly 4x more. 200+ have already defected.
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.