Risky Bulletin Newsletter
January 16, 2026
Risky Bulletin: DRAM price hikes set to impact firewalls too
Presented by
News Editor
The current price hikes and supply shortage of DRAM memory chips are expected to also impact firewall makers and the cybersecurity market.
Powerful DRAM is a crucial component for the manufacturing of modern next-gen firewalls, a staple in the cybersecurity defense of any major enterprise.
Investment advisory firm Wedbush says firewall companies will see thinner margins this year due to the rising DRAM costs. This will impact their bills of materials, with the extra costs being passed down to customers as product price increases. This will likely lead to lower sales, smaller profit margins, and weaker investor yields.