Memory shortage lifts 5G FWA equipment prices despite shipment softness

DigiTimes reports that memory shortages are increasing average selling prices in the Taiwan 5G FWA CPE sector. The same item projects a 4% year-over-year decline in global 5G FWA CPE shipments for the second quarter of 2026, while the higher ASP environment helps support production value. The article does not identify the exact memory type involved, so the read-through should be treated as a device-level signal rather than a clean DRAM or NAND price marker. Still, it supports the broader view that memory scarcity is being passed through into equipment pricing in some network-device segments.