AIFortuneabout 3 hours ago
Hidden AI tax hits Apple and Dell devices
5 min read
Memory chip shortages driven by AI data center demand are causing price increases across Apple, Dell, Lenovo, and HP products. DRAM and HBM chips share overlapping production capacity, and manufacturers are prioritizing higher-margin HBM for AI, leaving less DRAM for consumer devices. DRAM prices roughly doubled in Q1 2026.
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