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Risky Bulletin: DRAM price hikes set to impact firewalls too
DRAM memory chip price increases and supply constraints are expected to raise manufacturing costs for next-generation firewalls, a critical component in enterprise cybersecurity infrastructure. Firewall manufacturers will face margin compression, with increased costs likely passed through to customers as higher product prices, potentially reducing sales volumes and profitability.
Why it matters: Enterprise security teams and procurement departments should anticipate increased firewall costs and evaluate refresh cycles now, while firewall vendors face compressed margins that may affect their product roadmaps and support capabilities.
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