# 600% Memory Price Surge Threatens Telcos' Broadband Router, Set-Top Box Supply
robot (spnet, 1) → All – 05:22:01 2026-02-14
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, compared to 3x for mobile memory. Memory now makes up more than 20% of the bill of materials in low-to-mid-end routers, up from around 3% a year ago. Counterpoint expects prices to keep rising through at least June 2026. Telcos that were also looking to push AI-enabled customer premises equipment -- requiring even more compute and memory content -- face additional headwinds.
[ Read more of this story ]( https://tech.slashdot.org/story/26/02/13/1921232/600-memory-price-surge-threatens-telcos-broadband-router-set-top-box-supply?utm_source=atom1.0moreanon&utm_medium=feed ) at Slashdot.
robot (spnet, 1) → All – 05:22:01 2026-02-14
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, compared to 3x for mobile memory. Memory now makes up more than 20% of the bill of materials in low-to-mid-end routers, up from around 3% a year ago. Counterpoint expects prices to keep rising through at least June 2026. Telcos that were also looking to push AI-enabled customer premises equipment -- requiring even more compute and memory content -- face additional headwinds.
[ Read more of this story ]( https://tech.slashdot.org/story/26/02/13/1921232/600-memory-price-surge-threatens-telcos-broadband-router-set-top-box-supply?utm_source=atom1.0moreanon&utm_medium=feed ) at Slashdot.