And Then, “Commodity” Parts Stopped Being Commodities


Mid-January is often when supply reality catches up with roadmaps. This time, things are tougher than ever. Late last year, a major constraint tightened across consumer hardware. Global memory shortages, driven by DRAM and NAND capacity being pulled toward AI and data-center demand, began pushing up prices and stretching lead times for the kind of memory almost all embedded devices rely on. This is a structural reallocation and not a temporary hiccup. For years, memory sat in the BOM as a...