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Qualcomm is raising phone chip prices starting September 1st
Qualcomm announced double-digit price increases for its smartphone processors effective September 1st, citing memory cost surges amid a 20% YoY revenue decline in its handset business — the lowest since 2021.
Jul 30, 2026
Sources: CoreWeave is exploring the use of financial derivatives as a potential hedge against a future drop in memory and storage chip prices (Max A. Cherney/Reuters)
CoreWeave, an AI cloud computing company, is reportedly exploring financial derivatives to hedge against potential future declines in memory and storage chip prices — a move reflecting exposure to semiconductor price volatility amid rapid AI infrastructure scaling.
Jul 15, 2026
Intel (INTC) Raises Server Chip Prices As AI Demand Pushes Supply Limits - Yahoo Finance
Intel increased prices for its server chips due to constrained supply driven by surging demand from AI infrastructure buildouts, signaling pricing power amid semiconductor capacity bottlenecks.
Jul 13, 2026
Samsung estimates Q2 operating profit of ~$58.44B, a 19-fold jump from a year earlier and above a ~$57.02B estimate, and revenue up 129% YoY to ~$111.7B (Reuters)
Samsung Electronics projected a 19-fold year-over-year increase in Q2 operating profit to ~$58.44B, driven by AI-driven demand for memory chips, with revenue up 129% YoY to ~$111.7B.
Jul 8, 2026