Streaming devices aren’t “cheap impulse buys” anymore. Over the last two months, Apple TV, Roku, Fire TV, and Walmart’s Onn (Google TV) sticks all raised list prices—some by as much as 60%. The big driver is exploding DRAM and NAND memory costs, as chipmakers shift capacity toward high-bandwidth memory for AI servers and data centers. Expect more “sale” pricing theater, but higher MSRPs may be the new baseline until new capacity arrives.

ohn Ternus says Apple will deepen Apple TV momentum with originals and partnerships like F1. Dealers can use it to sell upgrades and home internet.