Telecom operators planning aggressive fiber and fixed wireless broadband rollouts in 2026 face a serious supply problem — DRAM and NAND memory prices for consumer applications have surged more than 600% over the past year as higher-margin AI server segments absorb available capacity, according to Counterpoint Research.
Routers, gateways and set-top boxes have been hit hardest, far worse than smartphones; prices for “consumer memory” used in broadband equipment jumped nearly…

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