(https://www.cnbc.com/2026/06/25/microsoft-lifts-price-of-xbox-consoles-due-to-soaring-component-costs.html) because memory costs are eating their lunch. But here's the gap nobody's talking about: SaaS operators with higher net margins (58-62%) and lower pricing power than hardware makers are already absorbing these costs without the ability to pass them through cleanly.

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