[wat10000]

High margin products are often the last to be impacted at retail because the seller has some cushion. And the impacts are only just getting started. We see the MacBook Neo with a somewhat sad 8GB RAM, most likely due to this. We'll see a combination of just plain higher prices (Steam Deck and Switch 2 have both gone up) and shrinkflation in the form of lower specs.

[kube-system]

The Macbook Neo is 8GB because the A18 Pro has 8GB memory baked into its sandwich-style package at TSMC. The way these SoCs are constructed doesn't lend itself to having it paired with an arbitrary choice in memory specification the way other laptops do.

And Apple has longer-term contracts for delivery of their chips. Apple is more insulated from short term supply shocks because of this, and their giant pile of cash. But even they have discontinued some high-RAM configurations because of the situation.

As you mention, products elsewhere that use RAM have already gone up in price.

[fintechjock]

Interesting, thanks!