CNBC
26 Jun 2026, 12:00 UTC · 2h ago
Rise in memory chip costs puts pressure on retailers of laptops and smartphones
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
CNBC
26 Jun 2026, 12:00 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Gartner projects global PC shipments to drop by 10.4% and smartphone shipments by 8.4% in 2026 due to soaring memory costs. — A significant double-digit drop in unit shipments for two major hardware categories represents a substantial hit to global consumer electronics demand.
-0.80Gartner forecasts PC prices to increase by 17% and smartphone prices by 13% by 2026 compared to 2025 levels. — Rapid price inflation for consumer hardware can dampen demand and shorten the window for affordable upgrades, weighing on hardware vendors.
-0.60Apple has begun raising prices on MacBooks and iPads to pass along the rising cost of memory to consumers. — Direct evidence of price hikes from a market leader confirms the trend and may signal margin pressure or potential demand elasticity issues.
-0.40Continue reading
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Memory chip shortages are being driven by massive demand from AI data centers and companies like Nvidia, AMD, and Google. — Confirms the strength and scale of AI infrastructure investment, though it creates negative externalities for consumer electronics.
+0.30Best Buy expects average sale prices in its computing division to increase in Q2, potentially impacting unit sales due to price elasticity. — Indicates a near-term headwind for a major electronics retailer, though mitigated by strategic inventory pull-forward in Q1.
-0.20Which stocks this story touches
Forced to raise prices on MacBooks and iPads due to an 'unprecedented challenge' with memory costs.
Expects computing division to be affected by price hikes and unit elasticity, despite inventory mitigation.
Facing challenges and scrambling to secure expensive RAM for chips due to supply shortages.
Identified as a retailer that could be negatively hit by rising memory costs and consumer behavior changes.
Identified as a retailer that could be negatively hit by rising memory costs and consumer behavior changes.
Identified as a retailer that could be negatively hit by rising memory costs and consumer behavior changes.
Identified as a retailer that could be negatively hit by rising memory costs and consumer behavior changes.
Facing challenges and scrambling to secure expensive RAM for chips due to supply shortages.
Facing challenges and scrambling to secure expensive RAM for chips due to supply shortages.
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