Episode 1061 • • 18:12 - 23:24
1061: SN 1061: More GhostPosting - RAM Crisis Hits Firewalls
DRAM Price Hikes Impacting Tech and Cybersecurity
DRAM memory chip prices have surged by 60-70% since last year, with an additional 50% increase expected in Q1. This impacts not only PCs and smartphones but also high-end enterprise networking and firewall equipment from companies like Fortinet, Palo Alto Networks, and Checkpoint, leading to thinner margins and higher product prices. AI companies are pre-purchasing most of this year's DRAM supply, and Micron has exited the consumer market to focus on AI and data centers.