Post

@DeItaone gas it

@DeItaone need memory chip ai pump asap

@DeItaone Rising prices driven by memory costs highlight how dependent consumer electronics remain on the semiconductor supply chain. Hardware margins, component availability, and AI demand continue to shape pricing across the industry.

@DeItaone Rising memory costs usually squeeze margins before they hit consumers

@DeItaone 内存涨价全怪AI太疯，谷歌这是把成本转嫁给用户，可折叠屏本来溢价就高，这波属实有点冤大头

@DeItaone $meta 0dte calls here???

@DeItaone Google following Apple's lead. I guess everyone else is going to follow too now.

@DeItaone Memory crunch hitting smartphones now, consumers might feel this one pretty quickly

@DeItaone x.com/i/status/208753656101782…

@DeItaone higher phone prices could soften demand

@DeItaone @grok how much of google's revenue comes from their phones?

@DeItaone Sigh Pixels have always been my favorite phone and a huge plus of that is also the price point

@DeItaone Memory crisis = price hikes across the board soon

@DeItaone Lowkey the memory crunch could ripple across the entire consumer electronics market

@DeItaone memory crunch is the new inflation, semis stay king