Source: Economic Times, 5 December 2025
Storage module prices jumped 20–60% MoM, with 512GB units up over 65% and 1TB modules facing the sharpest shortages due to enterprise demand.
DRAM prices rose 18–25%, with supply tightness likely to push memory costs up 30% in Q4 and another 20% early 2026.
Smartphone brands have raised prices by ₹500–₹2,000, with new models priced at least 10% higher as component costs spike.
Strategic note: AI-driven chip capacity migration is distorting consumer electronics supply, pushing device prices higher and compressing margins across the smartphone ecosystem.
