Qualcomm issued an internal letter to customers, stating that all shipped products will see double-digit price increases starting September 1st, impacting upcoming flagship smartphones, Windows PCs, and smart glasses. The company cited its exhausted ability to absorb higher supplier costs, specifically mentioning continuous component and DRAM memory shortages, and TSMC's 2 nanometer wafer pricing reaching approximately $30,000 per wafer.
Rising 2nm wafer and DRAM costs are now directly translating into higher component prices for end-device manufacturers, likely increasing consumer prices.