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Topic

Memory chip shortage

A supply squeeze in DRAM and NAND that raises the bill of materials for phones, PCs and servers, and feeds through to retail device prices.

Current clusters

invest10 publishers

Apple charges up to 1.6 million won more than Samsung's top foldable for a 2.8 per cent chip lead

Apple's first foldable leads the Galaxy Z Fold8 by 102 Geekbench points and costs up to 1.6 million won more than Samsung's Ultra, a premium industry analysts attribute partly to memory supply disruption.

Perspective Coverage

10 publishers
Builder
Builder 38%
Operator
Operator 31%
Investor
Investor 31%

Reality

Evidence58
Adoption
Insufficient
Hype gap+24
Incentives62
Confidence55