AMZN · News · 20260806N

Memory & Storage Input Cost Inflation

AMAZON COM INC · 2026-08-06 · Importance 32 · Surprise 24

Amazon CEO Andy Jassy said rising capital-expenditure requirements are being driven partly by surging memory-chip prices. Micron is identified as one of only three suppliers of advanced DRAM and high-bandwidth memory, highlighting supplier concentration in AI infrastructure inputs. Industry reporting indicates memory demand from Amazon and Apple remains strong and supply may stay constrained through 2027 or 2028.

Key facts

• Amazon said demand for computing capacity is huge and new capacity may not solve the memory chip pricing crisis as it increases CapEx to $220 billion. source