Over the past six months, the cost of key components — especially memory (DDR) and storage (eMMC) — has risen significantly across the industry. These increases are driven in part by the rapid expansion of AI infrastructure, which is reshaping global supply and demand for these parts. You may have seen reports about the broader memory shortage.
Like many consumer electronics companies, we’ve worked hard to absorb these cost increases for as long as possible. However, at current levels, it’s no longer something we can sustainably carry on our own.
