Microsoft is raising prices on all its current Surface PC offerings, with the midrange devices now starting at above $1,000, and flagships starting at $1,500.
but isn’t the memory on the Neo on the same die as the processor?
Not actually on the same die, but in the same package, stacked on top using TSMC’s Integrated Fan-Out Package on Package (InFO-PoP).
So the memory still needs to be sourced from memory manufacturers, sent to TSMC, and then have TSMC package it all together in a single package. It’s unclear whether they had locked up this supply at pre-AI prices, though. The underlying A18 Pro chip/package was annoinced and launched about 18 months ago, so if they had the manufacturing pipeline set up for that they might have kept the contractual rights to continue buying memory at the old prices.
Not actually on the same die, but in the same package, stacked on top using TSMC’s Integrated Fan-Out Package on Package (InFO-PoP).
So the memory still needs to be sourced from memory manufacturers, sent to TSMC, and then have TSMC package it all together in a single package. It’s unclear whether they had locked up this supply at pre-AI prices, though. The underlying A18 Pro chip/package was annoinced and launched about 18 months ago, so if they had the manufacturing pipeline set up for that they might have kept the contractual rights to continue buying memory at the old prices.