? unverified
Graphics memory costs will rise further and substantially increase graphics card costs in the second half of the year, with entry-level cards facing more severe shortages and availability declining further.
A forward call in the direction the company benefits from, running with the trackers: TrendForce puts server DRAM contract prices up 13 to 18 percent in the third quarter. The wording is transcribed by a trade outlet, not checked against the filing. Resolves on card prices at end-2026.