Business
Apple AI price hike makes memory a consumer tax now
Memory costs are rising, but Apple's $29.6B profit makes the AI price hike harder to defend. The pass-through is a hardware margin test.
#memory
3 stories tagged memory.
Business
Apple CXMT memory deal makes RAM a policy fight now
DRAM prices are up 58 to 63 percent this quarter, so Apple's CXMT memory deal turns policy risk into bill-of-materials risk.
Business
RAM price shock just killed Nothing’s budget phone
RAM price shock forced Nothing to skip a 2026 CMF phone, showing AI memory demand now decides what budget hardware can ship.