NuAxiSemiconductor trade intelligence

As memory shortage persists, vendor price quotes are not long remembered

What happened

Cisco and HPE are shortening quote validity and increasing price adjustment flexibility due to memory shortages driven by AI infrastructure demand. Prices have nearly doubled compared to a few months ago, forcing customers to act fast.

Impact and signal

High impactImpact score: 98/100

Affected components and suppliers

DRAMNAND FlashMemory

CiscoHPEIDC

shortageprice-hikeAIcapacity-constraint

Source and time

Source: The Register · 2/18/2026 · View original source

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As memory shortage persists, vendor price quotes are not long remembered

What happened

Impact and signal

Affected components and suppliers

Source and time

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