CNBC
27 Jun 2026, 12:14 UTC · 2h ago
The memory shortage shaking Apple and Microsoft is 'existential crisis' for smaller players
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
CNBC
27 Jun 2026, 12:14 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
Micron's average selling price for DRAM rose more than 260% year-over-year, with gross margins increasing from 39% to nearly 85%. — Extremely strong financial tailwinds for memory chip producers driven by AI demand and pricing power.
+0.90GoPro warned it might go out of business following memory cost increases between 80% and 115% in Q1. — Direct evidence of severe solvency risk for mid-sized consumer electronics firms.
-0.80Smaller electronics firms and niche players face an 'existential crisis' as memory suppliers prioritize larger clients and costs soar. — High risk of bankruptcy or market exit for small-cap hardware companies unable to absorb costs or secure supply.
-0.70Continue reading
6 related stories
Top 3 movers · tap to explore
Microsoft expects console storage and memory prices to double again by the fall of 2027. — Signals a long-term structural increase in costs for hardware manufacturers, pressuring margins for years.
Apple and Microsoft have implemented price hikes on iPads, Macs, and Xbox Series S due to unprecedented component cost increases. — While these giants have cushions, price hikes in an inflationary environment can dampen consumer demand.
-0.40Which stocks this story touches
Reported quadrupled revenue, doubled gross margins, and a significant stock price rally due to high DRAM prices.
Shares are down 23% this year as memory prices pressure company margins.
Positioned as a driver of the AI boom, though it is consuming the memory supply that others need.
Forced to raise prices on iPads and Macs due to unprecedented component price increases, with stock underperforming.
Forced to increase Xbox prices due to memory costs, with stock underperforming the broader index.
[a_to_b] Micron supplies DRAM memory components used in Apple's iPads and Macs.
[a_to_b] Micron supplies memory components used in Microsoft's Xbox consoles.
[mutual] Micron is described as a rival to SK Hynix in the memory market.
[mutual] Micron is described as a rival to Samsung in the memory market.
[mutual] SK Hynix and Samsung are listed as rivals in the memory market.
[a_to_b] Micron is identified as a memory supplier for GoPro's action cameras.
[a_to_b] Sonos's margins are pressured by the cost of memory components supplied by companies like Micron.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
How the impact breaks down
Where the story's weight lands
Stocks most exposed
Modeled from each name's sensitivity to this story
No stock impact ranking available yet.
The Motley Fool
6h ago
