Retail
Costco Says Memory-Chip Costs Are Driving Up Consumer-Electronics Prices
On the fiscal fourth-quarter call, finance chief Gary Millerchip named memory as the biggest driver of non-food inflation and flagged typhoon and Panama Canal shipping delays.
DW
By Dana Whitfield
Sep 25, 2026 · 10 min read
The AI buildout's appetite for memory has been visible for months in semiconductor pricing. On Costco Wholesale's fiscal fourth-quarter conference call Thursday afternoon, it turned up somewhere more familiar: the shelf price of consumer electronics at the largest U.S. warehouse club.
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DW
Dana Whitfield
Leadership Editor
Dana reports on boards, succession and executive pay. She has interviewed more than 200 sitting chief executives.