Overview
- Microsoft sales representatives have allegedly told partners that rising component costs could hit Xbox Series X|S very soon, according to Moore’s Law Is Dead reports cited by VGC and Push Square.
- DRAM contract prices are reported to be up more than 170% year over year following major Samsung and SK Hynix agreements to supply OpenAI.
- OpenAI’s long‑term memory deals are estimated to lock in roughly 40% of global DRAM capacity, tightening supply for other electronics makers.
- Microsoft has not announced fresh increases beyond hikes in May and September, leaving any further changes unconfirmed.
- Sony reportedly stockpiled GDDR6 when prices were lower, which could shield PS5 in the near term though longer‑term effects remain uncertain.