Memory Market Update: Supply Dynamics and Industry Impact

Over the past several weeks, Verifone has observed a sharp increase in both the cost and volatility of memory. The rise is primarily driven by structural changes in the memory supply chain. Major DRAM manufacturers are progressively reallocating production capacity toward next-generation technologies and high-bandwidth memory (HBM) to support AI and data-center workloads. While overall availability varies by supplier and configuration, market sentiment and forward-looking supply constraints are fueling pricing pressure and heightened uncertainty. These dynamics are impacting a broad range of industries that depend on memory components, including consumer electronics, automotive systems, computing platforms, and payment devices.

‍

Verifone has been actively monitoring these market conditions. We have taken proactive steps to secure additional memory supply to help ensure continuity for our customers and partners, and we do not anticipate supply disruption. In parallel, we are carefully evaluating how near-term component cost trends may influence broader commercial considerations, while working to minimize disruption.

‍

As the market continues to evolve, we remain committed to transparency and ongoing communication. Additional guidance will be provided through appropriate commercial channels as conditions change. In the meantime, should you have any questions, please contact your Verifone sales representative.