(https://www.marketwatch.com/story/ericsson-ends-up-on-the-wrong-side-of-memory-chip-price-spike-the-stock-slumps-b1aa5eda?mod=mw_rss_topstories)—but here's the real tell: this is not a demand problem, it's a *structural cost problem* that forces capex solutions downstream. [FACT] Ericsson's net margin sits at 12.1%, compressed from prior periods. [FACT] When component inflation hits gear-makers, they either absorb margin or pass costs forward.

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