component costs
Coverage of component costs in the Nexus archive.
- Samsung Electronics posted a record profit on AI chip demand — but its mobile business swung to a loss
Samsung Electronics achieved a record profit driven by AI chip demand, particularly in the memory chip division which hit all-time highs due to AI server demand. However, its mobile business incurred a loss attributed to elevated component costs.
- Ericsson ends up on the wrong side of memory-chip price spike. The stock slumps.
Ericsson's stock fell sharply after reporting that rising memory-chip prices are eroding profit margins, leading to the worst earnings reaction in nearly three years. The telecom equipment maker attributed the decline to increased component costs.
- Microsoft lifts price of Xbox consoles due to soaring component costs
Microsoft is increasing the price of Xbox game consoles due to rising component costs, following Apple's recent price hikes for MacBooks and iPads.
- Valve hikes Steam Deck prices by more than 40%, blaming rising costs
Valve increased Steam Deck prices by over 40%, citing rising component costs as the reason. The company emphasized that the handheld device itself remained unchanged, with the price adjustment reflecting current supply chain challenges.
- Microsoft lifts 2026 AI spend by $25 billion to cover component price rises
Microsoft announced a $25 billion increase in its 2026 AI capital expenditure due to rising component costs, bringing the total to $190 billion. The company warned that even this substantial investment may not fully meet demand.