{"id":594567,"date":"2026-05-01T15:00:00","date_gmt":"2026-05-01T15:00:00","guid":{"rendered":"https:\/\/buglecall.org\/?p=594567"},"modified":"2026-05-01T15:00:00","modified_gmt":"2026-05-01T15:00:00","slug":"memory-stick-prices-refuse-to-come-back-to-earth","status":"publish","type":"post","link":"https:\/\/buglecall.org\/?p=594567","title":{"rendered":"Memory Stick Prices Refuse To Come Back To Earth"},"content":{"rendered":"

Memory Stick Prices Refuse To Come Back To Earth <\/span><\/p>\n

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Apple CEO Tim Cook’s warning during Thursday evening’s earnings<\/a> call about the deepening global memory shortage sent us back to review memory stick prices.<\/p>\n

Let’s review what Cook said\u2026<\/p>\n

“We believe memory costs will drive an increasing impact on our business,” Cook told analysts, while also warning about “supply constraints.” He added, “We’ll continue to evaluate this.”<\/p>\n

It wasn’t just Cook warning about memory prices this week. Meta<\/a> and Microsoft<\/a> also noted in their earnings results that higher prices contributed to their elevated capital expenditures.<\/p>\n

Memory makers Micron, Samsung, and SK Hynix have all been racing to add new capacity as AI data centers absorb an ever-larger share of memory sticks, which are typically used in PCs and smartphones.<\/p>\n

Comments from Cook and other Big Tech firms this week about the dire situation prompted us to check the latest prices amid the memory crunch.<\/p>\n

Goldman analyst Kenta Kinuhata provided the most recent cost breakdown of memory prices.<\/p>\n

Biggest changes:<\/p>\n