Memory Price Surge Threatens Broadband Infrastructure: A Promising Opportunity
business#infrastructure📝 Blog|Analyzed: Feb 15, 2026 21:30•
Published: Feb 15, 2026 21:19
•1 min read
•cnBetaAnalysis
The drastic increase in memory prices, driven by the demand from Generative AI servers, presents a fascinating challenge for the telecommunications industry! This situation also sparks innovation in optimizing hardware costs and exploring alternative solutions to keep the momentum of broadband deployment alive, creating potentially interesting market dynamics. The industry has a chance to develop new products.
Key Takeaways
- •The price of DRAM and NAND memory has skyrocketed by over 600% due to the Generative AI server market.
- •Broadband products, such as routers and set-top boxes, are most severely impacted by the memory price surge.
- •Telecom operators face challenges in the procurement and deployment of broadband infrastructure due to rising costs and supply chain constraints.
Reference / Citation
View Original"According to Counterpoint's teardown and bill of materials analysis service data, memory costs currently account for more than 20% of the total bill of materials (BOM) for low-to-mid-range routers, compared to only about 3% a year ago."