Tag
An interactive dataset tracking historical memory and storage prices from 1960 to 2026, covering DRAM, NAND flash, and HBM, with methodology and sources from Stanford and industry analysts.
Discussing the trend where the AI boom has caused memory prices to surge, and AI giants are competing for large-scale equipment worth hundreds of millions of dollars (such as supercomputers).
Micron has signed 16 strategic customer agreements with floor prices ensuring historically high gross margins through 2030, citing structural supply constraints in memory and storage. The company reported record Q3 revenues and expects continued strong performance, though IT professionals may face tighter memory allocations.
Apple CEO Tim Cook says price increases are unavoidable due to unsustainable RAM expenses, with potential hikes across iPhone, iPad, and Mac products.
An analysis of the 2026 memory price spike and its impact on Apple's supply chain, discussing Apple's negotiating leverage and historical cyclicality in semiconductor markets.
Sony and Nintendo are increasing prices for the PS5 and Switch 2 due to surging memory costs driven by AI infrastructure demand, which is constraining supply for consumer electronics.