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132 600% Memory Price Surge Threatens Telcos' Broadband Router, Set-Top Box Supply

Slashdot
msmash @ Slashdot · 02/14/2026 00:00 EDT

600% Memory Price Surge Threatens Telcos' Broadband Router, Set-Top Box Supply

Telecom operators planning aggressive fiber and fixed wireless broadband rollouts in 2026 face a serious supply problem -- DRAM and NAND memory prices for consumer applications have surged more than 600% over the past year as higher-margin AI server segments absorb available capacity, according to Counterpoint Research.

Routers, gateways and set-top boxes have been hit hardest, far worse than smartphones; prices for "consumer memory" used in broadband equipment jumped nearly 7x over the last nine months,.

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