The AI revolution is making everything from PCs to smartphones even more expensive |
If you’re planning on buying a PC, laptop, or cell phone in the coming months, a word of advice for you before Christmas: Buy now, not later. Prices are likely set to spike in the new year—due to a shortage of memory chips.
Memory and storage for DRAM and NAND, two major types of computer memory, have seen costs rise between 30 and 40%, year-on-year—in some cases, they’re even doubling. This impacts the bill of materials (BOMs), or the cost of individual items to make, PCs, and especially low-end smartphones, where margins are thin and the proportional cost increase is more severe.
The sudden spike in memory prices is part of a decades-long pattern of semiconductor supply........