Development

Memory prices roughly quadruple in a year

development2026-08-12

Claim

Memory prices have roughly quadrupled in a year, pushing Apple toward blacklisted Chinese chipmakers, while Foxconn's AI hardware crossed half its revenue for the first time and CoreWeave grew revenue 112% to $2.58 billion with a $104 billion backlog.

Reported metric: 4x / $104B backlog

Reporting date: 2026-08-12 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

Welcome to August 12, 2026 (theinnermostloop.substack.com)

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Welcome to August 12, 2026

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Evidence for

Supersedes

AI chips push two economies past Japan in total exports for the first time

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Citation formatCitation text

Memory prices roughly quadruple in a year
Innermost Loop KB — secondary record
Reporting date: 2026-08-12
KB permalink: https://nicholsn.github.io/innermost-loop-kb/developments/2026-08-12-memory-prices-quadruple-in-a-year
Claim: Memory prices have roughly quadrupled in a year, pushing Apple toward blacklisted Chinese chipmakers, while Foxconn's AI hardware crossed half its revenue for the first time and CoreWeave grew revenue 112% to $2.58 billion with a $104 billion backlog.
Attributed sources:
- Welcome to August 12, 2026 — https://theinnermostloop.substack.com/p/welcome-to-august-12-2026
This citation does not imply independent verification of linked-source claims.

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