RAM supply set to worsen, says Micron, as CEO celebrates ‘much higher’ prices
CEO Sanjay Mehrotra said Micron has already sold most of next year’s output as demand for AI memory keeps outpacing supply.
7 Articles
7 Articles
Phones may get more expensive as RAM supply worsens and Micron celebrates higher prices
Micron has warned that memory demand will exceed supply through 2028, pushing prices higher. The squeeze could raise smartphone costs further as AI-led HBM demand absorbs more wafer capacity.
Huawei Predicts More Smartphone Price Hikes Due to Memory Crunch
Huawei Technologies Co. plans to join rivals in jacking up smartphone prices to counter rising memory costs, betting on a chips-to-software edge to protect its lead while it explores markets abroad.
Huawei warns of more smartphone price hikes as the memory chip crunch bites
Huawei says the global memory chip shortage, driven by AI data center demand for DRAM and NAND, has added roughly $200 to the cost of building a smartphone and will keep pushing prices higher. Chinese rivals Xiaomi and Honor have already raised prices too, while Apple has reportedly agreed to pay Samsung nearly double for memory chips.
Huawei plans to further raise smartphone prices to offset the cost burden resulting from rising memory prices.
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