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After RAM, the iPhone Duo is probably now the second-scarcest product in the tech industry

Despite its premium price tag, Apple’s first foldable iPhone is one of the most sought-after products in the tech market with the next round of deliveries is scheduled for January 2027.

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Mobile

Counterpoint: global DRAM revenue grows by 369% in Q3

Global DRAM revenue has increased by an insane 369% year-over-year thanks to strong demand for the stuff, which goes towards building new AI accelerators and data centers. The Average Selling Price (ASP) has reached $1.9 per gigabit (i.e. 1/8th of a gigabyte).

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