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AI Memory Costs Continue to Explode — And It's About to Get a Lot Worse
Source: 247wallst.com
Commodities & Raw MaterialsTechnology & InnovationConsumer Demand & Retail
Intel CEO Lip-Bu Tan warned that memory-chip prices have surged 5x to 7x, triggering renewed volatility in semiconductor stocks. Memory now represents about 75% of the cost of certain lower-end phones and laptops, creating significant margin pressure and raising the risk of higher consumer-device prices.
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