eicker.news ᳇ tech news#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