NuAxi Stream - Real-Time Semiconductor Intelligence

20:20Impact score 90

7x increase in memory costs fueling price increases in ISP-provided routers, gateways, and set-top boxes — home fiber rollouts may slow, and installations could become more expensive

Counterpoint reports a 7x increase in memory costs for ISP-provided routers, gateways, and set-top boxes, raising its share of the BOM from 3% to 20%. The surge, driven by supply constraints and the phase-out of DDR4, is expected to last through at least June. Bullish: Direct, quantified price pressure on consumer-grade DDR4/LPDDR4 memory, likely to be passed on to OEMs and consumers.

DDR4LPDDR4Tom's HardwarePrice Movement

	$0.68	−5.9%
	$0.75	+0.2%
	$386.74	−21.3%
	$88.40	−0.2%
2026-W13	$14.89	−11.2%
	$478.20	+8.2%
	$0.68	−61.7%Unusual
	$0.01	+54.0%Unusual
	$0.12	−82.8%Unusual
2026-W13	$0.44	−12.5%
	$288.43	n/a

NuAxi Stream - Real-Time Semiconductor Intelligence

Sat, Feb 14

7x increase in memory costs fueling price increases in ISP-provided routers, gateways, and set-top boxes — home fiber rollouts may slow, and installations could become more expensive

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