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Memory Pricing

All articles tagged with #memory pricing

DRAM Prices Jump to 125% Premium, Squeezing Buyers in a Seller's Memory Market
technology22 days ago

DRAM Prices Jump to 125% Premium, Squeezing Buyers in a Seller's Memory Market

DRAM contract pricing is surging to levels not seen before, with Micron reportedly proposing a 115–125% price increase versus Q4 2025 as hyperscalers and AI workloads drive demand. Industry trackers (DRAMeXchange, TrendForce) expect continued sharp price gains this quarter, leaving memory in a seller’s market with limited buyer leverage. Despite Micron’s planned fab buildout, shortages are projected to persist into 2028, threatening higher costs for consumer laptops, GPUs, and other devices as allocations favor servers and AI-related applications.

via Wccftech|
#dram#hyperscalers#memory-pricing
Apple signals resilient margins as memory costs loom
industries27 days ago

Apple signals resilient margins as memory costs loom

Apple forecast gross margins of 48%–49% for the March quarter, above December’s 48.2% and the 47.3% consensus, aided by a favorable mix of high‑margin hardware and Services growth (a record $30 billion in the December quarter). Memory pricing is rising and could pinch margins, but Cook said Apple will look at a range of options to mitigate it. Strong iPhone momentum and the Services pull helped support margins, and the stock rose about 1% in after-hours trading.

via MarketWatch|
#aapl#apple-inc#gross-margins