Mastodawn

HP forecasts fiscal 2026 earnings near the low end of guidance due to rising memory costs, sending shares down 6.67% in after-hours trading despite strong Q1 results.
#YonhapInfomax #HP #MemoryPrices #EarningsOutlook #AfterHoursTrading #Q1Results #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=106659

HP Says Rising Memory Prices Weigh on Earnings Outlook—Shares Fall After Hours

HP forecasts fiscal 2026 earnings near the low end of guidance due to rising memory costs, sending shares down 6.67% in after-hours trading despite strong Q1 results.

Yonhap Infomax

eicker.news ᳇ tech news Feb 16

#DRAM and #NAND #memoryprices have surged over 600% in the past year, driven by #AIserver demand. This has severely impacted consumer electronics like routers and set-top boxes, with memory costs now exceeding 20% of the bill of materials for low-to-mid-end routers. https://counterpointresearch.com/en/insights/7times-memory-price-surge-threatens-telcos-broadband-router-set-topbox-supply?eicker.news #tech #media #news

600% Memory Price Surge Threatens Telcos’ Broadband Router, Set-Top Box Supply

DRAM and NAND memory prices have jumped more than 600% over the last one year for consumer applications, driven by surging demand from higher-margin AI server segments.Prices are expected to rise through June 2026, with supply constraints likely to persist even if costs peak in the first half of 2026.Routers are hit the hardest, especially for OEMs with an unsecured supply and weaker negotiating power.Memory contribution to the router BOM has gone up to more than 20% share from 3% a year ago.Seoul, Beijing, Boston, Fort Collins, Hong Kong, London, New Delhi, Taipei, Tokyo – Feb 11, 2026

Yonhap Infomax News Feb 4

Set makers like Samsung and LG face a dilemma as soaring memory prices force them to choose between raising product prices or accepting shrinking margins, with bargaining power shifting to chip suppliers and profitability under pressure.
#YonhapInfomax #MemoryPrices #SamsungElectronics #SetMakers #ProfitMargins #AI #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=103711

[Memory Supercycle] Price Hikes VS Margin Squeeze—Set Makers at a Crossroads

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Yonhap Infomax News Jan 28

LG Display is closely monitoring the surge in memory chip prices, warning of potential impacts on panel demand and pricing, as Q4 profit more than triples despite lower sales.
#YonhapInfomax #LGDisplay #MemoryPrices #OperatingProfit #PanelDemand #Q4Earnings #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=102486

Soaring Memory Prices Prompt LG Display to Closely Monitor Demand Fluctuations and Market Trends

LG Display is closely monitoring the surge in memory chip prices, warning of potential impacts on panel demand and pricing, as Q4 profit more than triples despite lower sales.

Yonhap Infomax

Yonhap Infomax News Jan 8

SanDisk shares have surged nearly 50% this year, driven by soaring memory prices and AI-fueled demand, with analysts citing unprecedented growth and further upside potential.
#YonhapInfomax
#SanDisk #MemoryPrices #AIDemand #SharePrice #WesternDigital
#Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=98916

Unofficial PetaPixel Bot Dec 30

ProGrade to Increase Memory Card Prices By Up to 123% in Japan https://petapixel.com/2025/12/30/prograde-to-increase-memory-card-prices-by-up-to-123-in-japan/ #progradedigital #memoryshortage #priceincrease #memoryprices #memorycards #Industry #prograde #storage #memory #News #ssd

ProGrade to Increase Memory Card Prices By Up to 123% in Japan

No word yet on ProGrade Digital's U.S. prices.

PetaPixel

Nömenlōony Dec 15

I just found a 1 megabyte AMIGA SIMM memory module in a box of various junk at work. What's it worth based on current memory prices and can I buy a yacht?

#memoryprices #ramprices #ramcost