#dram-shortage

Industry Analysis

iPhone 17 Discounts Signal Trouble for Chinese OEMs

As China gears up for the massive 618 shopping festival, Apple is slashing prices on its entire iPhone 17 lineup, a move that could spell disaster for domestic brands struggling with supply chain woes.

Memory & Storage

Qualcomm's Desperate Dive into Chinese DRAM with CXMT Amid 35% BOM Crunch

DRAM now eats 35% of an entry-level phone's bill of materials. Qualcomm's move with China's CXMT could ease the pain—or ignite bigger risks.

Memory & Storage

Micron's $24B Memory Haul: AI Boom Prices Up 60%, But Architects Panic

Micron's DRAM revenues exploded 206% to $18.77B last quarter, fueled by AI's insatiable hunger. Prices jumped mid-60s percent – here's why the boom won't last forever.